Portfolio

Private Advisor Group is “cautiously optimistic” it could recruit a dozen teams with about $500 million in AUM each this year, an executive says.

The firm says it was draw to the state’s "booming" economic growth.

Slower economic growth and increased market volatility have investors seeking large companies with healthy balance sheets.

Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.

The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.

The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

The top 20 are now home to nearly $1.2 trillion in combined assets.

People in this cohort experienced a major setback during the housing bust just as they were likely to be getting married, starting families and becoming first-time homeowners, says one expert.

“Recent small reductions in headcount reflect the need to balance our workforce growth with the current needs of our business," the company says.