Bernadette Berdychowski

The new recruits managed over $300 million in client assets.

The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

The company’s behavioral science unit discovered website-related elements encourage employees to save more.

Financial firms are grappling with what — and how — to tell consumers about the use of their private information.

The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.

David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

The new digital products are a significant opportunity for the bank, experts say.

The entrepreneur's OSJ also recruited an advisor named after J.P. Morgan and another new affiliated practice.

These firms scored big with advisors managing $1 billion or more.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

The RIA adds $600M in AUM with its third acquisition of the year.

Almost four in 10 borrowers are under the age of 30, according to data from the Federal Reserve Bank of New York.

The wirehouse is giving the ultrahigh-net-worth crowd a more complete view of their finances, says Don Plaus head of private wealth management.

The firm has been hiring advisors aggressively, attracting talent with its culture and technology.

The new product will allow fintechs to expand their financial service offerings without changing providers.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

The St. Louis-based firm is looking to hire advisors from wirehouses, says head of recruitment John Pierce.

One team set up an independent practice while the other signed on with the firm’s employee broker-dealer.