Industry

IHT Wealth Management now has $2.4 billion in client assets.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.

Clients are looking to be reassured about the security of their data.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”

The firm is continuing its recruiting push by adding a new team in southeast Georgia.

Independent firms need capital, but some top executives question private equity's benefits.

As the Dow tops 23,000, remember the largest percentage drop in history.

As a result of CEO James Gorman’s strategic moves, the firm earns the biggest share of revenue from wealth management of the six biggest U.S. lenders.

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.