Industry

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

On Wall Street annually spotlights the work of the industry's elite leaders.

Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.

The new hires joined Merrill from Morgan Stanley.

Although revenue fell for the FP50, most firms upped their AUM.

Veteran advisers with $437M in AUM 'set out to find something different.'

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Here's what smaller firms hoping to get out of the broker-dealer business need to know.

The firm's newest broker generated $1 million in annual revenue while at Baird, an RBC spokeswoman said.

Independent advisers are poised to benefit from implementation of the DoL ruling.