Industry

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.

Plus, Wealth.com and SigFig welcome new leaders to their teams.

Garcia will take on the task of extending the banking giant's reach in Miami.

As thousands of advisors prepare to join the Schwab family in a month's time, insiders are weighing in on what it means for the industry.

The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.

Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.

The independent RIA looks to the Wall Street stalwart for its expertise in alternative investments.

The deal will preserve independence in the face of competitive pressures, the outgoing CEO of Sentinus said in an interview.

A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.