Industry

The new hire previously generated $1.4 million in annual revenue, according to his new employer.

The regional firm’s new recruits joined in two locations.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.

The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.

Advizr has attracted more than 400 advisory firms and is close to a new round of funding.

It seems that a long bull market in transition deals may be coming to an end.

Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.