Charles Paikert

As the stock market has soared, firms face new competition for both talent and clients.

Focus Financial Partners, one of the most aggressive aggregators, has added $400 million in capital funding, with another $150 million waiting in the wings, scoring one of the industry's largest lending deals from a consortium of large banks.

The Family Office Exchange's newly published Guide to the Professional Family Office offers time-tested recommendations to help wealthy families maintain their fortunes.

The New York-based platform outsourcer and service provider for large wealth management firms is beefing up its business development team, vowing to become much more aggressive in going after new clients.

Unlike many ultrahigh-net-worth individuals and families, the new rich rely primarily on income from their jobs for their wealth.

Very few funds have been able to maintain a top quartile ranking over the years, according to the S&P Dow Jones Indices’ S&P Persistence Scorecard.

Schade replaces the San Francisco firm's co-founder and chief executive, Brodie Cobb, who suffered serious injuries in a bicycle accident last year.

Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.

Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions.

The convicted Ponzi schemer, now serving a 150-year prison sentence, says in an interview with MarketWatch that his defrauded clients should have probed more.

Exclusive: In the wake of its CEO's bike crash, a series of changes at San Francisco's Presidio Group has put expansion plans on hold and left the firm working to rechart its course.

The fast-growing Kansas-based advisory firm with national ambitions has planted its flag in New York City, signing on RR Advisory Group.

Although many in the industry consider Dynasty and HighTower rivals for the allegiance of breakaway teams and independent RIAs, CEO Shirl Penney says Dynasty “doesn’t run into [HighTower] as much as you may think.”

A growing number of firms are bringing on COOs & CFOs -- and looking outside the industry for help.

HighTower has picked off $320 million New York-based Merrill Lynch team LCK Wealth Management for the partnership’s third addition in as many weeks.

Keith Morris, managing director of Conshohocken, Pa.-based Morris Capital Management Group,has left Wells Fargo to affiliate with Raymond James Financial Services.

Two Florida advisors have been charged with defrauding their clients, including many retirees, in an offshore fraud scam.

Women have larger client accounts and price more consistently, according to a new study from Pricemetrix

Spurred by the brisk stream of breakaway brokers, HighTower has doubled its recruiting team and lured two new partnership teams: Andriole Group and Klein Wealth Management.

Three deal-tested wealth management firms offered advice to planners at Schwab Advisor Services' annual Impact conference.