The megabank’s RIA and brokerage segment weathered equity volatility that wiped out $28 billion from the value of client assets in the first quarter.

After ending 2021 with record results, 2022’s first quarter was full of ups and downs.

As CEO Jamie Dimon faced questions about a potential recession, the firm’s wealth management units displayed continuing headcount growth.

The company reported revenue of about $4.7 billion for the three months ended in March, slightly below analyst estimates of about $4.8 billion for the period.

The Swiss lender is looking to boost shareholder returns

The brokerage sustained a net loss of hundreds of brokers last year after a pause in hiring during the coronavirus, according to its annual report.

Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.

With a focus on growth and improving advisor satisfaction, Blucora’s wealth management arm saw Q4 improvements

Nearing her first year anniversary at the firm, CEO Natalie Wolfsen said the company’s success wouldn’t be possible without the advisors who power it

Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.

The shareholder, Engine Capital, is seeking support for former LPL executive Andy Kalbaugh and two other nominees to the board of Blucora.

Net new assets soared in 2021, even though the firm's pandemic-related pause in hiring and training overhaul has trimmed its force of brokers.

The firm’s industry-leading headcount of financial advisors expanded by thousands last year, with more recruits coming in their wake.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

Advisor numbers are up from a year earlier, down from the previous quarter

The wealth manager is also growing faster than in years past among its traditional mass affluent base after a record fourth quarter, Jim Cracchiolo says.

The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.

Recalling the days when Stifel had only about $8 million in AUM, CEO Ron Kruszewski says that doubling its client assets is doable.

The global bank is weathering a scandal-tainted year.

CEO James Gorman set a goal of 30% after the wirehouse’s gains easily outpaced rising expenses from compensation and the E-Trade deal.