Industry

The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.

RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

See how they stack up: It doesn't always take a large advisory staff to manage big money.

The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.

The new recruits are the latest to join the regional firm from Wells Fargo.

The firm also granted its new chief stock options worth $4.8 million following a debt refinancing.

Does the advisory industry need yet another risk assessment tool?

Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.

Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.

Planning is particularly complicated when accounting for stepparents and stepsiblings.