Industry

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

The fintech raised $323 million and is expanding trading of cryptocurrency.

Profitability is improving and all divisions, except the firm’s biggest — wealth management — surprised the market on the upside.

After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again.

The executive's sudden announcement raises questions about whether the company’s retail brokerage platform will compete with advisors.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

The exit wasn’t due to any “one thing,” Tim Hockey said.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

The declining headcount comes even as the firm pulls in several big hires.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.