Industry

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.

The new recruit previously worked at U.S. Capital Advisors, an independent wealth management firm.

The team leader is an industry veteran who spent 23 years at Wells Fargo and its predecessor A.G. Edwards.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Daniel Farley will lead a team of wealth management professionals serving wealthy clients in the greater Minneapolis-St. Paul area.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Edward "Ned" Johnson, 86, is retiring and will become chairman emeritus.

Keith Banks, president of U.S. Trust, is getting new responsibilities at the firm.

One tip: Stop focusing on gaining new followers.