Industry

Second-quarter revenue dipped 9.4% year-over-year, while profits plunged 22.5%.

The number of financial advisers at the firm declines 1% to 15,042.

Why can’t a firm’s operations be as beautifully integrated as the functions on a mobile phone?

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

After predicting a strong recruiting year, Wells' independent advisory arm attracts planners from LPL Financial, UBS and U.S. Bank.

United Capital’s Mike Capelle on the principles that guided the formation of the firm.

Two advisers joined Confluence Financial Partners, which is affiliated with Raymond James.

The firm filled out its senior management ranks with LPL's Jeffrey Buchheister, who said that he is joining the firm at a "watershed" moment.

The firm's latest hires come from Morgan Stanley and Raymond James.

Wealth management firms need to acquire their own robo platforms because digital startups represent a real threat with "a long runway for growth," the analyst says.