Nicholas Yeap

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.