Portfolio

Our signature top program managers rankings are based on multiple variables. Here we present the top 10 based solely on the percentage increase in team AUM.

In Digital Age, Top Compliance Considerations for Providers

Clarity in strategic vision and compensation boosts advisor satisfaction, according to a new J.D. Power & Associates study.

Stifel lured away advisors managing about $500 million in assets from its rivals. But the St. Louis-based firm was not alone in recruiting top talent. Wells Fargo pulled in four advisors managing more than $450 million from rivals UBS and Morgan Stanley.

The FP50 tracks the percentage of client accounts with more than $100,000; many of the top spots, it turns out, are held by smaller boutique firms.

Stifel lured away advisors managing about $500 million in assets from its rivals. But the St. Louis-based firm was not alone in recruiting top talent. Wells Fargo pulled in four advisors managing more than $450 million from rivals UBS and Morgan Stanley. Read about these and other moves in the latest OWS slideshow.

Are mutual funds hurting your clients' portfolios at tax time?

Cantor aims to bring on 250 to 350 advisors within three to six years and is prepared to be "extremely competitive" in its pursuit of wealth managers and advisor teams.

Emerging Markets Show Biggest Premium Since ’12 in Vanguard ETF

The Challenge of Structure