Portfolio

Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.

Although severely underrepresented in the industry, the odds of women running a passive fund compared with active are 1.36 to 1, Morningstar reports.

Drew Sievers says the adviser tech firm is ready to cover lost ground in the market and compete.

The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

Despite the projected increase in health care expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.

After eye-popping gains in the stock market over the past three quarters, price-to-earnings ratios have soared.

The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.

First Midwest Bank's acquisition of $550M Chicago-based RIA is the latest in a string of deals that banks are cutting with advisory firms to expand their wealth management businesses.

Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.