Industry

These firms oversee more than $185 billion in combined assets.

This year’s list of the 150 largest firms represents an industry that will emerge from a post-COVID world deeply altered.

The combined company would become a $2 trillion RIA custodian.

The same words keep popping up in company titles. Here’s why that may be problematic.

Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.

The firm is maintaining control but dropping its FINRA registration as the sector’s rising expenses and lower margins fuel consolidation.

The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.

Charlie Scharf’s insensitive and factually incorrect remark perpetuates a damaging trope, financial advisor Lazetta Braxton writes.

The bank also created a new consumer and wealth-management division co-led by Stephanie Cohen, one of the firm’s most-senior female bankers.

The independent firm has been an aggressive recruiter since its founding in 2013.