Industry

A high valuation is a mixed blessing, industry analysts say.

The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.

One of the firm's two new executives is a wirehouse veteran who started her career at Merrill Lynch in 1990.

It will host public forums in nearly two dozen cities over the next 16 months.

Blucora CEO John Clendening says the cuts to head count should taper off by next year, when the firm will have dropped as many as 1,000 reps in 16 months.

The barred onetime Questar Capital and Woodbury Financial rep had pleaded guilty to the scam, which he says stemmed from a gambling addiction.

The firm remains in transformational flux, but the results of its "Project E" evolution are beginning to show.

The firm's brokerage ranks increased by just one advisor year-over-year.

Early adopters of machine learning technology are more likely to expect business increases this year.

This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.