Scammers have capitalized on clients' vulnerability and loneliness, especially since the pandemic started, according to RBC Wealth Management's Tara Ambrose.

The latest acquisition is Pareto Wealth Management.

William Eady brings 14 years of experience to the firm.

Tom Fickinger, who also previously worked at Merrill Lynch, has joined the firm as head of wealth advisory West.

Al Jacobi has teamed up with Tom Hakala, who joined the firm last month, to form a $360 million advisor practice.

Calgary, Alberta-based RT Mosaic Wealth Management has joined Focus partner firm Cardinal Point Capital Management.

Advisors share the common wealth transfer mistakes families make.

Kudu has now taken stakes in 19 asset and wealth managers across the U.S., Canada, the U.K. and Australia.

The company has added Scott Snow, a firm founded in 2005.

The "who-owns-the-customer" debate continues and at times ends up in court.