Sarah Martinson

As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.

These works of nonfiction and fiction can provide inspiration for better practice management and client services.

Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.

Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

The broker now operates from Ameriprise's independent side, according to the company.

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

The firm isn't the only one benefiting from a still strong breakaway movement.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.