Nicholas Yeap

The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.

Key issues to consider when strategizing clients' future financial health.

To attract new clients—and keep current ones — planners need to step up their game. Here’s how new digital tools can help.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.

The recruits made the move between wirehouses with two client associates.

The recruit generated $1.7 million in annual production before making the move.

The recruits generated $1.8 million in annual production before making the move.

Recent market and economic headwinds have dampened growth at all three firms, which have been striving to grow through recruiting and acquisition deals.

The firm's newest hire was an ex-Morgan Stanley complex manager.

The recruit made more than $1 million in production before making the move, according to the regional broker-dealer.

Earnings have been soft for the industry's biggest brokerages, but lending has helped bolster performance.

Planners are the single biggest influence on financial decision-making for UHNW clients and their family members, a recent industry study says.

Paradigm specializes in retirement income planning and serves a significant client base of professional athletes.

There’s a ‘significant shift in interest and motivations,’ says Fidelity’s Bob Oros. Here’s what it means for firms.

Family members differ dramatically when it comes to wealth planning, according to a recent Merrill Lynch study. Here's how advisers can start a dialogue with relatives that answers their wealth planning needs.

Financial planners moving to new jobs are jumping less hurdles and increasing AUM, a new study says.

The firm suffers declines due to below average market conditions, but sees growth in the rank and file.