Industry

The American College has redesigned its Chartered Financial Consultant designation coursework to add a focus on real-world client issues like divorce, LGBT families, retirement income and behavioral finance.

Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.

D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth.

Morgan Stanley has picked up five financial advisors from Merrill Lynch, Wells Fargo and J.P. Morgan.

Wells Fargo's second quarter profits rose to $5.7 billion, buoyed in part by a roughly 25% increase in profits at the San Francisco bank's wealth, brokerage and retirement unit.

Raymond James & Associates lured away a UBS advisor team managing $575 million in assets.

Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal?

Deutsche Bank's asset and wealth management unit is in growth mode in the U.S., hiring a string of managers and advisors.

While equity market performance has helped, RIA firms are also demonstrating smarter company strategy, a recent Charles Schwab study finds.

Four advisors were lured away from UBS in a sweeping recruitment move by Wells Fargo Financial Network, while four other advisors joined Wells Fargo Advisors.