Charles Paikert

David Lamere, the highly-regarded wealth management executive who most recently was CEO of BNY Mellon Wealth Management, has resurfaced at Fidelity.

“As investor confidence grows and perceptions of wealth management firms improves, so do advisor perceptions of their firm, particularly among independent advisors,” the J.D. Power study reported.

Advisors rule the financial services industry for now -- but keep an eye on direct-channel “self-serve” distribution, Chip Roame said Tuesday at his firm's semiannual CEO Summit.

A rebranding of the businesses is likely, Benevides told Financial Planning, as he “actively works” to unify the UHNW group. “It makes sense,” he said. “We’re one team and we want to leverage the strength each unit brings to the table in a way that gives us greater depth in all categories.”

Cetera Financial Group is growing again. The broker-dealer network has signed a definitive agreement to acquire Tower Square Securities and Walnut Street Securities from MetLife.

Advisors' tech priorities -- and needs -- have shifted dramatically over the last 18 months, says Steven Crosby, head of PricewaterhouseCooper’s U.S. wealth management unit.

Dynasty Financial Partners, the fast-growing outsourcing provider for high-end wealth managers and breakaway brokers, is expanding its reach in the Midwest.

Governance and succession-planning will be the primary offerings of a new family office consulting firm being launched on Tuesday by Withers, the giant international law firm.

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

Dallas should be a dream market for independent advisors. But unlike the San Francisco, it has not been as hospitable to independent wealth management firms.

Joe Calabrese has left as president of Harris myCFO, one of the country’s largest multi-family offices.

Fast-growing JHS Capital Advisors has opened a new office in Baton Rouge, La. -- the company’s first in that state.

Despite a rally in the equity markets, February proved to be a lackluster month for Raymond James Financial.

Headhunters say they believe the new plan, which will allow dually registered financial advisors with at least $100 million in discretionary client assets under management to retain 100% of their advisory fees, will help Raymond James retain and attract top hybrid advisors.

Recruiting and hiring experienced, client-facing advisors with ultra high-net-worth experience is extremely difficult right now, with demand high and supply low, say a number of executive search specialists.

Raymond James is going after more top advisors -- and it's changing its payout structure to do so.

Other advisory services executives may be targeting advisor growth -- but Raymond James Financial Services president Scott Curtis thinks differently about expansion.

A new report on FINRA's 2012 actions suggests the self-regulatory body is getting tougher.

Among advisory services competing for the wealthiest clients, RIAs and multi-family offices are winning.

Average assets under management for financial advisors in North America hit a record $81 million last year, according to a new report.