Industry

For clients, is one type of firm, business model or fee structure better than another?

OnWallStreet's annual ranking of the wealth management industry's top wirehouses and regional broker-dealers shows continued growth at these firms but they still face challenges growing their business. See which firms ranked highest and how the industry's leaders plan to stay on top.

OnWallStreet's annual ranking of top wirehouses and regional broker-dealer firms in the employee advisory channel gives an encouraging snapshot of the wealth management industry. This year’s analysis from surveys and both corporate and public filings shows growth across the board.

Advisors can avoid risks and find success in breaking away to independence, says Shirl Penney, founder of Dynasty Financial Partners.

Comprehensive financial planning isn't just good for clients. It's also good for business -- and advisors and their firms are paying attention.

Clarity in strategic vision and compensation boosts advisor satisfaction, according to a new J.D. Power & Associates study.

Father-and-son advisor team managing more than $200 million in assets left Sterne Agee for Raymond James.

The group stands to lose at least one prominent member, and possibly dozens more, over the next 12 months.

Five years later, Julius Baer's CEO makes his mark, turning Switzerland's third-largest wealth manager into a global business spanning Europe, Latin America, the Middle East and Asia.

Every year we run the numbers to see how the top 10 list would change if the B-D networks aggregated their revenue numbers. This year we added another twist, looking at how the rankings would be affected if the new RCS network had in fact been put together before the end of the year.