Andrew Welsch

On Wall Street unveils the top ten branch managers of the year.

Across the industry, branch management faces increasing demands and fewer resources to mentor and recruit advsiors. Firms like Wells Fargo, Raymond James and Merrill Lynch are taking steps to provide relief.

Tommy Boyd started his practice in 1984 in Selma, Ala. Three decades later Boyd is working with multiple generations of clients across several states.

UBS Wealth Management Americas, an arm of Switzerland's largest bank, has joined the growing list of lenders in the United States gunning for mortgage volume through the wealth management channel.

A former Merrill Lynch advisor team has left the wirehouse to form Quadrant Private Wealth, a new partner firm of Focus Financial Partners, according to a spokesperson.

Raymond James & Associates lured away an advisor team from Wells Fargo Advisors that generated annual revenue of about $2 million.

UBS grabbed a former Merrill Lynch advisor who managed $500 million in client assets.

Benjamin F. Edwards snapped up four advisors from Wells Fargo and opened a new office in Pensacola, Fla.

Two Merrill Lynch veterans who generated about $1.6 million have left the wirehouse for Raymond James & Associates.

UBS is shaking up its wealth management executive ranks, bringing in Paul Hatch as group managing director, in a move that the brass says will better serve advisors and clients.

Morgan Stanley has lost two advisor teams that managed more than $400 million in assets.

Morgan Stanley is reshaping its executive ranks, appointing new heads for its private wealth management business and capital markets.

Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning.

Raymond James has recruited a veteran advisor from Morgan Stanley where he managed more than $360 million.

Clients who suddenly come into newfound wealth can see that money dissipate just as quickly as it appeared. Advisors can be an anchor on financial reality. Here's how.

American investors' long-term financial goals are out of sync with the risks they're willing to take to reach them, a new survey finds.

Merrill Lynch lead the pack at the beginning of May, recruiting a team with $3 billion in AUM. Although the wirehouse firm had the biggest grab in recent weeks, it wasn't alone the only winner in the recruiting wars. See all the latest moves and promotions across the industry.

Stifel, Nicolaus & Company picked up two wirehouse teams that managed more than $1 billion in combined AUM, boosting the St. Louis-based firm's presence in the Carolinas to 18 offices from 15.

With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so.

As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable.