Industry

HighTower recruited a Merrill Lynch advisor team managing $440 million in assets.

Who will take over the practice when you retire?

Former-NFL football player-turned Merrill Lynch advisor Reggie Wilkes is helping players and their families manage wealth: "I felt there was a need for someone to support their efforts to overcome the cycle of financial failure."

As people live longer lives, clients are ever more worried about outliving their assets. Advisors are helping them stay calm about maintaining their lifestyles in retirement.

From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms.

If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong.

A former Stifel advisor joins Janney Montgomery Scott's private client group.

A Wells Fargo advisor managing $115 million in assets has left the wirehouse for Raymond James & Associates.

Robert Benmosche, who is stepping down this weekend after five years as CEO of American International Group’s chief executive, said he learned in May that he had nine months to a year to live.

PageOne Financial denies SEC charges that the RIA aimed to fund its own sale with commissions from advisor clients.