Industry

Thomas Melcher, managing executive of PNC's ultrahigh-net-worth wealth management unit, will assume his new role on Jan. 1, succeeding James Dunigan, who retires next year.

This list will appeal to advisors looking for new ideas, practices and perspectives to consider for the new year.

The wirehouse added several new recruits to the firm's offices in Boston, Chicago and Cincinnati.

Despite predictions of a coming boom market by Cerulli Associates and others, the leaders of the biggest brokerage firms remain divided about whether to jump into the fray.

A private equity firm will help the robo RIA evaluate financing options.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

Two advisors with $136 million in client assets left the wirehouse to join the regional B-D.

The new recruits join from Wells Fargo and Oppenheimer.

It’s rare that advisors leave the Christian-oriented independent firm, a spokeswoman says.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."