Corporate governance

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.

Firms should be looking to build out a “data lake,” says the firm’s CTO.

The bank has been slashing expenses, but executives acknowledged they remain high. Between having to hire thousands of compliance employees and waiting on the next CEO to be named, investments in new technology or other long-term growth are limited.

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

Should the board use 1% of its budget for its own oversight? A former board chairman responds to this proposal.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.