Industry

As wealth managers compete for advisors, the firm picked a former one to lead it.

The agreement will expand the companies’ recruiting efforts in the bank and wirehouse channels.

Rae becomes one of the few women leaders in financial services.

Arrogance, naiveté and that chief suspect, procrastination, can all undermine best laid advancement plans, writes recruiter Mark Elzweig.

A merger would value Apex and Northern Star Investment Corp. II at as much as $5 billion, a personal familiar with the matter said.

With few areas of growth in 2020, insurers are focusing on burgeoning RILAs and finding more distribution channels, experts say.

With offices in seven other states, Cresset Asset Management seeks to expand its reach to Texas.

Industry insiders discuss how they are using fintech to meet evolving client demands.

It may seem simple enough, but identifying how advisory firms are growing is a bit more elusive, John Furey writes.

In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.