Industry

Advisors aren't so happy this year, in particular due to changes in comp plans and subpar leadership, according to the new J.D. Power study.

Focus now has 34 partner firms nationally and three in the suburban Chicago market with the addition of Relative Value Partners.

A trio of advisors leaves the wirehouse for the independent channel at Raymond James.

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Rival Edward Jones has grown and wants to keep on growing.

Advisors with older clients should watch for these signs that a client may be in trouble.

"If we don't grow, then we abdicate that opportunity to our competition," says James Weddle, managing partner of Edward Jones, which hopes to surpass Morgan Stanley as the industry's largest brokerage by headcount.

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Customers continue to be underwhelmed by banks’ customer service. Even worse, young customers see very little difference in services from one bank to another.

The wirehouse lured away a team that managed $750 million from Barclays, which recently announced a deal to sell its U.S. wealth management division to Stifel.