Industry

The wirehouse advisor moved to the independent channel at Wells Fargo.

It takes a lot for some of the smaller players to match the revenues of the industry giants. But it may be even harder for the big players to keep up when it comes to rates of growth. See which independent B-Ds reported the biggest revenue growth rates from 2013 to 2014.

It takes a lot for some of the smaller players to match the revenues of the industry giants. But it may be even harder for the big players to keep up when it comes to rates of growth. See which independent B-Ds reported the biggest revenue growth rates from 2013 to 2014.

One of the recruits oversaw nearly $210 million in AUM and had $1 million in annual production before making the move.

Closely tracking the ETF market for Windhaven Investment Management, Linda Zhang is excited at the potential for overall ETF growth.

Martha B. Willis and her team have introduced over 17 new products across OppenheimerFunds and integrated the offerings of SteelPath, an energy-focused investment company and recent acquisition.

According to a survey of these elite leaders, wealth managers are leaving for more intimate work environments, and more will be making a move.

To earn success, says Sharmin Mossavar-Rahmani, the chief investment officer of Goldman Sachs' Private Wealth Management Group, do whatever it takes to become the best at what you do.

Johnny Dawson explains how the values he learned while serving his country guide the way he serves clients today.

Women can gain leadership roles in asset management by having a voice, says Kim Mustin, the head of North American distribution at BNY Mellon Investment Management.