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.