Andrew Welsch

A former Morgan Stanley advisor team that managed $600 million in assets has left the wirehouse to join forces with HighTower.

Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors.

Investors not only want advisors to earn extra credentials, but they want advisors to work to maintain those credentials, a new study by IMCA finds.

Record net income from UBS Wealth Management Americas contributed to strong quarterly earnings for the Swiss bank.

Two former wirehouse advisors that managed more than $80 million in client assets have left Wells Fargo to join Raymond James & Associates, the firm's traditional employee/broker-dealer.

IMCA is updating the curriculum and exams for its CIMA certification to better prepare advisors for a changing industry, the association said at its annual conference.

A former wirehouse advisor team with $350 million in assets has left Wells Fargo to join RBC Wealth Management-U.S.

Alternative investments are reaching a much broader swath of investors. As a result, financial advisors are increasingly bombarded with questions from curious clients. Early adopters are in a position to answer these queries, but for the uninitiated advisor -- it's time to get up to speed.

The Cypress Group, a former Morgan Stanley team that managed about $740 million in assets, has left the wirehouse to join Integrated Wealth Management.

With nearly $400 million in assets, the trio will bring their new firm's assets to roughly $1.3 billion.

Raymond James Financial reported that net income was up 33%, boosted by record private client group revenue.

Deutsche Bank's wealth management unit has recruited former-Barclays advisor Chris Guttilla.

Morgan Stanley Wealth Management's profits were up for the first quarter, following strong growth in fee-based assets and interest income. Overall, the bank's profits grew to $1.5 billion in the first quarter of 2014.

John Taft, CEO of RBC Wealth Management-U.S., shares his insight on upcoming regulatory changes, an ever-more complex marketplace and leadership.

Bank of America’s wealth management unit reported a modest increase in profits and a surge in advisor productivity, but the bank suffered a net loss for the quarter as litigation expenses related to the financial crisis rose to $6 billion.

Janney Montgomery Scott recruited an advisor team with $1.7 million in annual revenue from Barclays.

The wealth management industry has weathered recent storms and is set to set to meet future challenges, says Morgan Stanley's Greg Fleming

Social media allows advisors to meet clients where they are -- online. But to engage with clients and prospects, advisors will need to do more than merely log in.

Profits for the firm's wealth, brokerage and retirement division surged in the first quarter, up 41% year-over-year. And with $19 billion in cash on the firm's balance sheet, are acquisitions in store?

Washington Wealth Management has recruited two advisors from UBS and Wells Fargo, where they collectively managed approximately $150 million in assets.