Industry

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.

The firm isn't "shelving" its offering – it's waiting for Wall Street to emerge from the worst IPO landscape since 2009.

The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.

The word 'broker' carries negative connotations. But to many wealth management professionals, commission-based shops are valuable to a transforming industry.

Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.

Members of the influential fee-only planners group paid tribute to the growth and professionalism during their outgoing chief's tenure.

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

Al Jacobi followed his longtime business partner out the door from a bank with a large wealth arm that pulled out of an acquisition agreement earlier this year.

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