Industry

The regional BD adds two teams with $373 million in assets.

In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.

The move will merge capital-markets teams across wealth management and the investment bank in the U.S.

The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.

"High-achieving" advisors on social media can increase assets by 10%.

The company hopes to recruit new advisors by taking a version of its home office tour on the road.

The slowing is part of an overall industry slowdown that experts don’t think will last.

As smaller firms flourish, a less sophisticated approach may become more attractive.

Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.

Is there a lesson for other advisors considering a career change?