Industry

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

The move is the fourth major recruiting announcement for the firm this month.

Regional firm’s Miami branch marks continued southeastern expansion.

"This is a window for these regional firms to really explode," says Rob Blevins, a recruiter in Dublin, Ohio.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Patrick O’Donovan will focus on recruiting new talent and helping advisors with succession planning, he says.

The key is thinking like a business owner and acting like a CEO, according to a new report.

The rep purportedly received an email from the impostor requesting that she sell securities to fund the wire request to a third-party in the United Kingdom.

The case marks the second one this month involving the newly acquired IBD.

Here’s how advisors are replacing traditional methods.