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Revenue grew faster than assets for advisors, a PriceMetrix report finds -- but average client age is now nearly 62, and increasing at a rate of roughly 6-7 months per year.
March 30 -
Four advisors joined the firm from rival brokerage D.A. Davidson.
March 30 -
The partnership will help the bank expand the financial advisory services available to business owners in the New York metro area.
March 30 -
Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.
March 27 -
A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.
March 27Fiduciary Network -
An arbitration panel confirmed that a former advisor will pay back a promissory note to Morgan Stanley - almost 10 years after leaving the firm.
March 26 -
Launching another volley in the fight over a national fiduciary standard, an investor advocate group argues that brokerage firms are misleading investors.
March 26 -
Traditional firms must boost their digital wealth management tools or risk being overrun by those that already do.
March 25 -
More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.
March 25 -
Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009.
March 25





