Industry

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

The executive was a driving force behind the firm's effort to develop bitcoin technology for the industry.

Private equity is voting for the independent model with its checkbook, and the appetite shows no sign of abating.

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

"We decided we wanted to take part in the consolidation of the industry," says Mercer CEO David Barton.

The move fills a vacancy created by several recent promotions.

The acquisition appears to be progressing smoothly, but insiders caution that advisors can still change their minds between now and when the deal closes in September.

Two advisors who left Merrill Lynch for Morgan Stanley have returned to the wirehouse.

Bob Jain, the global head of Credit Suisse Asset Management, will become co-chief investment officer at Millennium Management.