Portfolio

A new industry snapshot highlights record firm count and AUM, while continuing steep client growth fueled in considerable part by the rise of robos.

The IBD spent $77 million on technology upgrades in 2016.

They made the move in part because of the marketing and research resources the firm offers, says new hire Todd Kissel.

The nation's biggest IBD believes macro trends are ideal to boost recruiting, says LPL managing director Bill Morrissey.

Investors are about to enter the worst two-month period of the year for stocks, according to an expert with Bespoke Investment Group.

The new hire comes after the wirehouse said it would cut back on recruiting.

The firm is trying to show advisors how they can use LPL’s resources to “get more at-bats” with prospective clients, an executive said.

The firm continues a recruiting streak that has netted teams managing over $10.5 billion in assets this year alone.

A clinic at the University of Georgia has offered free advice through a variety of methods for almost a decade.

Many firms are finding new ways to incorporate computer models and data science into their research.