Industry

Wells Fargo's elite Abbot Downing unit is adding a senior consultant to the team overseeing client education programs for ultrawealthy clients.

As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.

Michelle Smith explains the advantage of specializing in divorce planning.

Two Morgan Stanley advisors managing $348 million in assets have left to join Wells Fargo Advisors.

The St. Petersburg, Fla.-based firm's independent broker/dealer has recruited veteran advisors James L. Switzer and Eric M. Cobb from Morgan Stanley.

LPL's ability to service a cluster of firms attracts hybrid Financial Advocacy Network from the D.C. area.

The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners.

A Raymond James advisor has left the firm to join U.S. Capital Advisors, a small regional wealth management firm experiencing rapid growth.

HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform.

Deutsche Bank has hired two executives to oversee technology and operations.