The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto clients whose advisors had left the firm.

Despite a difficult quarter for wealth management, BNY Mellon is celebrating the launch of its crypto custody services and the future of Pershing X.

The influx during a challenging quarter displays how the wirehouse's three channels are starting to work together in tandem, CEO James Gorman says.

Despite losing more than 500 brokers from its headcount in the third quarter, the wirehouse sees strong recruiting momentum in its pipeline.

CEO Jamie Dimon drove the headlines with predictions about the "kind of odd" economy. Meanwhile, the firm's wealth units quietly added hundreds of recruits.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.

Two RIA acquisitions added $7.7 billion in client assets to the Toronto-based firm's U.S. platform in Q2.

Profit plummeted in the second quarter as economic conditions and rising expenses took a toll on the firm's results.

Three new incoming partner firms have brought $9.5 billion in combined client assets and $50 million in annual revenue this year.

CEO Dan Arnold says the firm is eyeing continued records in its headcount, despite the usual dropoff in broker moves during downturns.

Robinhood Markets cut almost a quarter of its workforce in a broad reorganization after a punishing first year as a public company.

The independent hybrid RIA is “one big firm whose business model has changed,” CEO Paul Reilly said on the company’s second-quarter earnings call.

CEO Jim Cracchiolo views incoming advisors as “a continued good opportunity” for the firm, he told analysts on an earnings call.

Lower advisory assets and regulatory matters combined to offset the wirehouse’s rising interest revenue in the second quarter.

CEO Solomon tells an earnings call that the firm will focus on expanding areas such as its RIA custody arm in the future, after two big acquisitions in recent years.

The BNY Mellon subsidiary and another of the megabank’s units are collaborating on a new retirement tool for six million plan participants.

The company’s second-quarter earnings showed a drop in advisors and client assets even as increases in interest rates and loan balances drove profits higher.

In a quarter filled with economic and geopolitical uncertainty, the New York investment firm’s digital consumer bank achieved record-high revenues. Executives have said they plan to drive up revenues in that segment to $4 billion by 2024.

The number of advisors in the bank’s wealth management business hasn’t grown since 2020. But that didn’t stop the firm from banking a few new records.