Industry

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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.

UBS' latest hires managed approximately $1.3 billion in client assets while at Merrill.

By taking a 6.3% stake in LPL, activist investor Marcato Capital is expected to push for big changes, as it has at public companies such as BNY Mellon and Sotheby's.

United Capital plans for a white label version of its financial life management platform and the firm will be announcing an acquisition of a robo solution in the fourth quarter.

Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.

The San Francisco-based bank tapped an executive from BNP Paribas—the bank's French parent company—to lead the wealth management business in the U.S.

The new recruit had generated $2.7 million in production before switching wirehouses. A second advisor from UBS who had $1.9 million also went to Morgan.

The former wirehouse advisors joined Raymond James' traditional employee broker-dealer.