Industry

Recruits who generated $4.5 million make the move between wirehouses.

How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients.

The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network.

Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering.

Deutsche Bank co-CEO John Cryan is considering the biggest overhaul of the lender’s management structure in more than a decade.

When Bank of America shareholders gather next month to decide if Brian Moynihan can keep his chairman title, they won’t be the only ones about to weigh in on his career.

The former Northern Trust duo had annual production of $2 million at the time they made the move.

Following a surprising multimillion-dollar deal, the industry is regaining an appreciation for tapping all of a client's financial data, an ability long relegated to personal finance management software providers.

The new recruits join Dynasty's newly formed Summit Trail Advisors and are the latest to leave the British bank's wealth management unit before its merger with Stifel.

Marzano Capital Group joins LPL-affiliated recruiting firm Independent Advisor Alliance.