Andrew Welsch

Two advisors who oversaw $300 million in assets at UBS have left to join Merrill Lynch.

The wirehouses are increasingly relying on lending to strengthen client relationships, create stickiness for the firm and boost revenue.

Only one-third of wealthy clients say their advisors are talking with them about planning for longevity risk, according to a new U.S. Trust study.

The wirehouse advisor moved to the independent channel at Wells Fargo.

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

According to a survey of these elite leaders, wealth managers are leaving for more intimate work environments, and more will be making a move.

Wealth management firms are fighting negative perceptions to recruit college students and other millennials to the business.

The generation gap may not be as wide when it comes to young recruits and their elder counterparts.

The industry takes on the challenge of mentoring young recruits by focusing on the senior wealth managers who guide them.

A group with $4 million in production moved between the wirehouses, saying it wanted access to the banking and lending capabilities at Bank of America.

Independent advisors are bucking the broader trend and going to work for wirehouses and regional firms, ditching managerial tasks for simplicity and payoff.

Two veterans left the wirehouse this week for different firms, including Janney Montgomery Scott.

Authorities allege that two self-proclaimed "licensed retirement strategists" made false claims in order to resell $4.3 million in life insurance policies to clients.

Four advisors made the move between the wirehouses.

Two advisors left the wirehouse where they generated more than $1.1 million in annual revenues.

Morgan Stanley led the wirehouses on profitability during the first quarter, even as advisor headcount declined.

Two advisors that produced $2.15 million in annual revenue joined Raymond James Financial Services, the firm's independent broker-dealer.

The head of UBS' Client Advisory Group Bob Mulholland is set to retire, and will be replaced by fellow executive Brian Hull according to an internal UBS memo.

Two other groups that managed more than $300 million also move to the wirehouse.

A strong dollar and difficulties finding value have pushed advisors to look overseas.