Industry

A complex manager at Merrill Lynch was promoted to market president at Bank of America.

Two advisors managing more than $160 million in client assets have jumped from Merrill Lynch to Bison Financial Group, an independent practice of the Wells Fargo Financial Network.

Opponents argue that the long time horizon and heated controversy could convince the White House to back away from the retirement plan proposal.

Two UBS advisors managing more than $300 million in assets have joined Wells Fargo.

The high-profile hiring of David Bach creates a revved-up marketing engine for Edelman Financial, which already has $13 billion in AUM. Can other firms use the same technique?

Triad believes it can attract advisors who are "more entrepreneurial" with its hybrid model.

After the first year of running his own RIA, an advisor reflects and offers some lessons learned.

Here are the smartest tips and tricks we’ve heard recently.

UBS' Barry Ringelheim has seen enormous changes in the industry during his 46-year career as a financial advisor. But he says earning clients' trust remains the foundation of the business.

Despite declining numbers, defined-benefit plans are in vogue with small business owners and the advisors who serve them.