Industry

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

Wirehouse and regional advisers can help honor the industry's top leaders.

The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.

The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.

Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.

At least 16 advisers have shuttled between the wirehouse firms so far this year.

Tim Killgoar, the director of strategy and consulting, will succeed John Houston.

The ex-Morgan Stanley advisers say their niche practice, which is geared toward women and divorcees, will be better supported by Raymond James' platform.

Marco Barrozo has raised more than $125 million for the fixed-income offering, which has begun trading and is raising more capital.

Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.