Andrew Welsch

Worries about a tidal wave of retiring advisors may be overblown, say some wealth management executives.

SEC Chair Mary Jo White declined to specify her position on the coming fiduciary standard rule or when the regulator may issue it.

RBC enticed away a Merrill Lynch team managing $103 million in assets.

Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion.

Washington Wealth Management lured away an advisor managing $100 million in assets and who had been at the wirehouse for three decades.

RBC Wealth Management lured away a wirehouse advisor managing $116 million in assets from Wells Fargo Advisors.

Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays.

Lebenthal Wealth Advisors has recruited a former wirehouse branch manager and two independent advisors to fulfill its growth plans.

An independent advisor managing $165 million has joined Ameriprise's employee channel.

In an exclusive interview, John Taft, CEO of RBC Wealth Management-U.S., expresses concern that looming regulation could hobble a wealth industry just as it finds its stride.

The changing nature of retirement for clients is an opportunity for firms. "They’re still going to need advice, but the advice is going to take on a different form," says Merrill Lynch's John Thiel. "It is moving from investment advice to life advice."

Morgan Stanley's Greg Fleming talks with On Wall Street about the evolving digital expectations of wealthy clients, the challenge of robo advisors and broker compensation.

Keith Banks, president of U.S. Trust, is searching for new talent in a unique place: within his own firm.

The needs of the wealthy are multiplying and growing more complex. UBS executives explain why this is an opportunity for the firm and its advisors.

In an exclusive set of interviews with On Wall Street, the industry's leading executives talk about how clients' needs are changing, technology is evolving and how firms can keep growing the bottom line.

Janney Montgomery Scott lured away a husband-wife team from Wells Fargo Advisors.

Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands.

Raymond James Financial's private client group contributed to record profits for the company on strong performance.

Ameriprise CEO Jim Cracchiolo credited growth in the firm's fee-based businesses and wealth management unit for the company's robust overall performance.

UBS Wealth Management Americas reported that profits surged 17% year-over-year