Industry

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

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

The RIA's 7th deal in 16 months is for a $160M adviser.

The deciding factor might be ruthlessness.

The four advisers had spent their entire careers at Merrill before making the switch.

The firm is adjusting to more investors opting for low-cost funds over active management.

Nearly $500 billion of funds held by millennials is up for grabs.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Some predict the new standards will push more planners to drop their CFPs.