Industry

HighTower has expanded its West Coast market by picking up an independent team with $400 million in assets in Bellevue, Wash.

Deutsche Bank hired James Dilworth, chief executive officer of Allianz Global Investors Europe, to lead management of active assets.

Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next.

Raymond James is launching a new education campaign to arm the firm's advisors with tools and techniques based on research from MIT's AgeLab.

As the firm pursues growth, Raymond James executives are striving to maintain its intimate feel and regional firm culture.

Record quarterly profits of $122.7 million were boosted in part by the performance of the regional firm's private client group.

Baird has appointed a director for its Houston market and has picked up another advisor with $350 million in client assets.

Increasingly, firms are seeking to move toward an ensemble model to improve flexibility and ease the burden on top advisors.

After being ordered to stop calling his firm fee-only, Rick Kahler claims retribution and threatens a lawsuit.

Midwest assistant regional director Matt Ransom has been promoted to vice president of new financial advisor training and development for its HNW education and practice management team.