Industry

Whether you're selling right now or next decade, there are many ways to make any solo practice appeal to buyers.

Morgan Stanley has lost two advisor teams that managed more than $400 million in assets.

Emboldened by a newfound sense of what their investment programs offer, more banks are turning to wirehouses for recruits.

Morgan Stanley is reshaping its executive ranks, appointing new heads for its private wealth management business and capital markets.

'The robo-advisors worry us,' said Rush Benton of CapTrust Financial Advisors at a panel on firm valuations.

Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning.

A new RIA in North Carolina formed by three recently departed wirehouse advisors has chosen to affiliate with Raymond James' custodian group.

Morgan Stanley, the top-ranked merger adviser so far this year, hired Barclays' Brad Whitman for its financial institutions banking group.

Executive pay packages have long been structured to reflect performance. But one key task that often gets short shrift from bank directors and CEOs is succession planning. Now pressure is mounting for that to change.

Succession planning was the driving force behind the merger, according to principals for both firms.