Daniel Kuhn

The regional BD adds two teams with $373 million in assets.

In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.

"High-achieving" advisors on social media can increase assets by 10%.

Key tips for navigating the regulatory landscape.

Firms need to consider new "fraud mitigation strategies," according to a new study.

FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?

Advisors and trade groups resist a patchwork of regulations, saying it would limit consumer choice and increase firms’ expenses.

The question may not be if tech giants will become a force in wealth management — but what can possibly stop them?

The regulator also faulted Merrill’s supervisory policies and procedures.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

The new product is expected to be the lowest-cost in the category.

Elena Milianta joined the firm’s Alex. Brown division, which caters to wealthy clients.

Michael Solomon oversaw a staff of 350 people at the regulator, according to his new employer.