Industry

The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.

The size of the firm's class compares with 145 last year.

The recruits include a father-son duo from UBS.

The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

The potential for higher taxes next year may accelerate deals.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.

Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.

The regional broker-dealer is among the industry’s most aggressive recruiters.