Industry

Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.

The firm suffers declines due to below average market conditions, but sees growth in the rank and file.

The firm and industry leaders expect small brokerages to struggle with higher costs, creating recruitment opportunities.

Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.

“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.

"Direct-to-consumer is not our model," says Scott Curtis, president, Raymond James Financial Services.

Find out which of the largest brokerages were represented by the best bosses in wealth management.

Find out which of the largest regional firms were represented. Is your boss on the list?

French serve as head of beta solutions, the money manager said in a statement.

Find out which of the largest brokerages were represented by the best bosses in wealth management.