Industry

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.

About 350 employees at USAA may lose their jobs due to the deal.

The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.

The new recruits managed over $300 million in client assets.

Reorganization includes the departure of one of the company’s highest paid executives.

The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.

The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.