Donna M. Mitchell

The asset management industry felt the ground shift during the recent financial crisis, but there are still plenty of signs of resiliency, according to a new benchmarking study from consulting firm McKinsey & Co.

The independent wealth manager’s move marks another step in its aggressive growth strategy.

Doctors who are already running private practices can use a diagnostic tool that asks users to enter information that describes their businesses.

After a two-year stint learning about client service as protégé to Tom James, Tim Killgoar will now direct customer initiatives for Raymond James.

Executive changes for the week of Aug. 16.

Keefe, Bruyette & Woods says despite modestly negative growth trends in long-term funds, the second quarter was not too bad.

International ETFs hauled in $22.6 billion, while fixed-income remains an investor staple, with a $5.9 billion gain.

He will replace Gary Wendlandt, the current vice chairman and chief investment officer, who will retire at yearend.

Ivy Asset Management, the embattled hedge fund of funds is shedding one of its most prized assets as it prepares to close down—Patrick Thomson.

After joining Weiss Group as chief executive officer last week, Thomas J. Clarke, Jr. gets to have direct hands-on experience in expanding a wealth management firm, where he sees big opportunities for growth.

Volatile equity markets are giving many investors a reason to sit on the sidelines. But members of Tiger 21, the peer-to-peer learning group for wealthy investors, like their stock plays and are sticking to them.

Ma-Apfel joins a pair of recent big hires from major custodians.

Sica goes independent, executive changes at Citi and Hartford plus more of this week's personnel moves.

Investors increasingly opt in to automatic investment accounts like target-date funds.

Younger investors heed financial advisors and information gleaned online

The SEC follows up its proposal to whittle down 12b-1 fees with a plan to remake the Form ADV, Part 2. Emphasis on Plain English is back.

New leadership at the FPA, executive changes at U.S. Trust, plus more moves for the week.

Insurance giant looking for value in tight real estate market awaits confidence in consumers and corporations.

Custodians are in a horserace to provide services to breakaways.

Advisors pass through London monthly, so expansion opportunities are vast.