Lavanya Nair

Many advisory firms are not reaching their full potential. What’s holding them back?

The regional BD has approximately 1,800 advisors.

The advisors are the latest in a string to jump from a wirehouse to a regional BD.

As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.

The advisors are the newest additions to the firm’s expanding brokerage ranks.

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

These 10 leaders have a lot to say about how women have advanced in the industry over the years.

The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.

The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners.

Three of the four new hires have more than 20 years of industry experience.

The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.

Name changes are coming to 94 of the firm’s long-term mutual funds.

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

The newest recruits are indicative of the firm's hiring push.

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

Jon Dayton left Merrill Lynch where he had worked for 19 years.

Jamie Grupe will be teaming with veteran Ameriprise advisor Steve Kinney.

The losing firms? Morgan Stanley and Wells Fargo.

As clients live longer, advisor firms’ planning strategies are shifting to accommodate.