Lee Conrad

The herd is moving in one direction again, and I’m getting offers from experts to talk about the joyous event.

The wirehouse says we’re in the middle of a multi-year bull cycle for equities.

Chris Brewster joined the firm as non-producing manager of the Columbus, Ohio office, which has 10 financial advisors and 27 associates.

Company takes a major step in the cross-marketing strategy that it has highlighted as a benefit in the Merrill acquisition.

Stock markets around the world are on the rise and investor sentiment is, not surprisingly, riding along.

Four came from UBS, two from independent shop Ingalls & Snyder, one from Chase Investment Services.

Both have been approved by Chinese regulators to form respective joint ventures.

A new survey concludes that nearly half of boomers have no financial plans in place in case they live longer than expected.

Keeping it simple, stupid, isn’t as easy as you’d expect

Many advisors have remained bullish over the past two years, telling investors to put money to work in this hot market.

The business-cycle recovery in the global economy that began in the summer of 2009 is now an expansion, says MSSB.

The provisions of Dodd-Frank put the SEC in a better position to handle its workload, the groups say.

Who exactly is feeling so confident about the markets? Are they the same people who aren’t saving anything and failed a (very easy) financial literacy test?

U.S. equities are the primary beneficiary of improving global investor sentiment, according to a new survey.

A new survey finds “a significant disparity” in the general financial literacy of Americans on a state-by-state basis.

The new hires come from Morgan Stanley Smith Barney and Merrill Lynch

Two wealth management teams, the BBW Group and the L&S Group, have joined UBS Wealth Management Americas at the firm's office in Baltimore.

How are market conditions? Where are things headed? It all depends on who you listen to and whose surveys you trust.

Danbury location is the firm’s 12th nationally

One of the largest independent broker-dealer networks saw its advisor force fall slightly, but productivity per advisor surged.