Sarah Martinson

The new hire previously managed three UBS locations that generated $110 million annual revenue, according to the regional broker-dealer.

The advisor says he joined the regional broker-dealer to focus on his core business of financial planning.

Large-cap equities were the only group of offerings that outperformed their respective benchmark.

We've reshuffled our Top 100 bank advisors to list them by annual production. Here are the top 20.

Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

The group previously generated almost $2 million in annual revenue, according to their new employer.

With fewer associate training programs, young bank advisers need to take the initiative to find a mentor and cultivate referrals.

The smart-beta offerings each have an international focus.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.