Andrew Welsch

After losing dozens of advisors who managed billions in client assets to UBS, scorned Credit Suisse strikes back with legal challenge.

Credit Suisse lost another advisor, this time to rival boutique J.P. Morgan Securities.

Morgan Stanley recruited two advisors who oversaw nearly $120 million in client assets.

With clients worried, many advisors say they’ve recently pulled back on bonds and refrained from upping equity allocations, according to our new study.

Despite predictions of a coming boom market by Cerulli Associates and others, the leaders of the biggest brokerage firms remain divided about whether to jump into the fray.

The new recruits join from Wells Fargo and Oppenheimer.

The wirehouse recruited the mega team from UBS.

A father and his two sons switch from one independent broker-dealer to another.

The regional broker-dealer said it completed its acquisition of the British bank's U.S. wealth management unit, but it now expects that less than half of the assets under management will transfer over to the firm.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

The wirehouse's newest hires come from Credit Suisse, which is looking to exit the U.S. wealth management market.

Advisors and firms will struggle with multiple and possibly conflicting standards should the Labor Department move forward with its fiduciary proposal, the industry group warned.

Employees at the wirehouse learned in a memo Thursday that Chris Wolfe was named CIO, among several other changes.

The firm's 2016 comp plans helps continue an emphasis on growing banking and lending businesses – a top strategic priority for the wirehouse, according to President Greg Fleming.

The wirehouse is increasing thresholds on grid ranges and tweaking some awards.

Four advisors from the Swiss firm passed on an offer to join Wells Fargo Advisors.

Advisors spend their whole careers planning for their clients’ retirement, but often wait too long to plot their own exit.

The former advisor swindled 22 clients out of their funds, telling them that they were investing in tax liens when he was really using the money to pay his bills, authorities claim.

The wirehouse's three newest recruits come from Credit Suisse.

William Blair, a Chicago-based financial services firm, said it hired a 24-year industry veteran.