Andrew Shilling

Noyes makes a new addition in an effort to grow the firm's network of financial advisors.

XYPN co-founder Alan Moore moves his RIA to Abacus Wealth Partners as part of the deal.

Growth remains sluggish at the firm's wealth unit for another quarter.

The bank generated $97 million in second-quarter revenue from its brokerage, trust and insurance operations, up 7.8% year-over-year.

An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings.

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

Hybrid robo Autopilot provides clients with a 24/7 asset management call service, while Market Movement Strategies connects advisors with top strategists.

Steal these ideas: Here are some of smartest tips and tricks you may have missed.

Branded digital apps continue to roll out as firms attempt to connect with a wired clientele.

Wealth management is still a work in progress and must be sculpted to meet the demands of wealthy individuals, says Sebastian Dovey of Scorpio Partnership.

The newly formed team joins the Wells Fargo Advisor Financial Network with over 65 years of combined experience.

The community bank says that LPL's compliance resources and technology were major factors in its decision.

Newly appointed CFO has 18 years of industry experience; replaces Dan Arnold.

The agency says the ads are designed to inform the investing public of the free tool.

One of the recruits oversaw nearly $210 million in AUM and had $1 million in annual production before making the move.

Summit Financial, based in Westlake Village, Calif., is a primarily fee-based RIA offering clients investment management, insurance and retirement planning, says Triad, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform.

The former Southwest Securities team had overseen $225 million in assets at the time of their departure.

A former H. Beck advisor joins Securities America after 27 years with the firm to explore some of the industry's latest technological advances.

King Financial Network president says the team went private for better accessibility and technology.

The vast majority of Americans cannot afford to send their children to college, finds Edward Jones' fourth annual 529 Plan Awareness Survey. Here's how to help your clients.