Industry

Exclusive: CEO Adam Nash says his firm has no plans to diversify into a business-to-business model.

Paydays are on the rise for advisors and other key personnel in wealth management, according to a recent FA Insight study.

The discussion of what happens to an advisor’s book is parallel to the conversations that advisors should be having with their clients: Prepare for the future and the unexpected, says recruiter Elizabeth McCourt.

"It's like being Superman and Clark Kent," says Michael H. Jacobs, a producing branch manager at RBC.

CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance.

An arbitrator ruled against a former wirehouse advisor who declined to attend hearings or have a lawyer represent him against Morgan Stanley.

Focus Financial facilitates a three-way marriage of family office veterans who plan a bicoastal growth strategy.

Use laser precision in your specialties, and network more than ever to crack into a tight-knit community.

TCW’s Metropolitan West Total Return Bond Fund collected more money than any other bond mutual fund in the year following Bill Gross’ sudden departure from Pimco.

The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo.