Industry

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

Two planners who are suing the CFP Board amended their complaint to seek unspecified damages in addition to earlier claims seeking an admission of fault from the board as well as the quashing of a public sanction for calling their practice fee-only.

Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.

After five years as head of Wells Fargo Advisors, Danny Ludeman announced on Friday that he will be retiring at the end of the year. He will be replaced by Mary Mack, who is currently the head of Wells Fargo Advisors Financial Services Group.

Raymond James continues to emphasize expansion along the West Coast with the addition of a former Morgan Stanley manager who will open a new office in San Diego.

Danny Ludeman announced his retirement on Friday after five years as head of Wells Fargo Advisors.

Two prominent industry experts offer some spirited discussions on a few of the most contentious M&A issues.

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

Beverly Hills Wealth Management has launched an internal asset management division with the addition of the emerging McComsey Asset Management, with $30 million in assets under management, to help attract a greater number of breakaway brokers.