Industry

Advisors should check to see if both their old firm and new affiliated firm have signed on to the industry protocol for taking client information.

Wells Fargo Advisors hopes to have 5,000 out of its 15,000-plus advisors using social media tools next year.

Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.

Wealthfront CEO Adam Nash says “Silicon Valley optimism” will help reimagine and redefine financial services.

Choosing a broker-dealer and/or a custodian is one of the most important decisions for advisors going independent. Here are five questions for each choice.

Aggressive transition packages, expiring contracts and deals adding up to a 400% payout for some advisors are helping wealth management firms recruit new teams.

See which independent broker-dealers reported over 20% payout growth and what their average payout is.

Bank of America's Keith Glenfield says clients at the firm's Merrill Lynch wealth management unit are using alternatives to take a more deliberate approach to core allocations.

Two former Goldman Sachs Group Inc. bankers are starting a hedge fund to profit from a void in bank lending.

The Bank of America unit for ultrahigh-net-worth clients hired a 20-year industry veteran to oversee a key team of advisors.