Industry

Independent firm Snowden Lane Partners recruited another wirehouse advisor team, this time from Merrill Lynch.

Former insurance company advisor's 30 victims included friends he had grown up with, according to prosecutors.

A Wells Fargo advisor team that managed $200 million in assets has left to join Steward Partners, an independent firm founded a year ago by former wirehouse managers.

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.

Latest Morgan Stanley advisor additions around the country bring a combined $565M in AUM and over $3M in revenue.

Merrill Lynch grows its Chicago presence by hiring UBS team with $500M in AUM and nearly $5M in revenue.

Expanding its advisor ranks, small broker-dealer Jefferies announced the hire of a rio of Barclays veterans that bring a focus on REITs and MLPs.

Caleb Brown and Michael Kitces, founders of New Planner Recruiting, have launched of a new website that focuses exclusively on job opportunities with independent financial planning firms.

Advisors spend plenty of time focusing on their clients' long-term plans, but what about the future of their firms? Here are five strategies, common among top firms, that advisors can institute to expand their practices.

Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to research from Cerulli Associates.