The firm is consolidating its retail banking unit and placing it under the direction of wealth boss Andy Sieg.

Virtual assistants in wealth management apps boost customer satisfaction by up to 72 points on a 1,000-point scale Wells ...

Wealth managers often have to create holistic financial plans without having all a client's assets under their management.

In addition, The Mather Group acquires, the AmeriFlex Group recruits Commonwealth teams, and Snowden Lane snags an Osaic advisor.

Merit Financial Advisors says it has acquired Blueprint Wealth Advisors, a team of advisors previously with Commonwealth ...