Mark Cortazzo leaves LPL after five years
'Repeated challenges' leads his hybrid firm MACRO Consulting Group to defect to smaller broker-dealer.
Anchor Capital buys back majority stake from Boston Private
After the deal closes, the $9 billion asset advisory firm's employees will own 70% of the company.
Salesforce partners with IBM Watson for AI use in CRM
New software kit promises to simplify process of creating artificial-intelligence-powered tools for advisers.
Wells Fargo launches hybrid robo-adviser
Intuitive Investor platform requires at least $10,000 in assets and has a 50-basis-point fee.