Industry

The biggest challenge with new digital tools is getting people to adopt them and do things differently, says the vice president of technology at Cleary Gull, a Milwaukee-based wealth manager.

RIAs do have a fighting chance against the major players — but only if they are willing to shift their focus. Here’s how.

A financial planner left the wirehouse for the independent channel at Wells Fargo.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue the Next 50.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

The group generated annual revenues of $3 million before making the move.

"Buyers are placing high strategic value on technology innovation," says David Selig, CEO of Advice Dynamics Partners.

The recruits collectively had $1.7 million in annual revenue before making the move.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to present our Next 50.