Industry

Merrill Lynch lost a group of advisors managing $535 million in assets to Raymond James & Associates.

2 advisor teams, Foran Financial Group and Sweatt & Walters, leave for Raymond James Financial Services.

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

"Ultimately, the challenge is how to most effectively translate clients' qualitative thoughts and feelings into quantitative approaches," says Merrill's Michael Liersch.

Our Top 50 list isn't just a consideration of who has the highest assets under management. Instead, we strive to show the well-rounded advisors who excel in all aspects of the job.

We caught up with our No. 1 advisor from 10 years ago, Denise White, and talked about the twists and turns her career has taken.

Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."

Kelly King, BB&T's chairman and chief executive, expressed frustration with the interest rate environment. It's "challenging to get expenses down today."

CPA/advisory firm BKD Wealth Management adds Wolf Financial Management, after a deal between the two parent companies.

UBS sought damages for breach of employment contract; an ex-UBS advisor countered that he brought in $20 million in net new assets.