Industry

Commonwealth scores $500M former LPL firm, while LPL takes $270M practice from Commonwealth.

Julius Baer Group, Switzerland's third-largest wealth manager, said profit declined 30% last year as it absorbed Merrill Lynch businesses acquired from Bank of America.

Eric Clarke has spent more than 20 years working at his family's firms. He wouldn't have it any other way.

With FINRA likely to impose some kind of compensation disclosure rule this year, advisors need to think about how best to explain how they get paid to their clients.

The CFP Board now has two big industry players backing its effort to increase the number of female financial advisors.

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

The CFP Board plans to show off new ads for its extended Let's Make a Plan publicity campaign.

Advisors who don't enhance the client experience are doomed to become "the travel agents of the future," according to Ron Carson, founder and CEO of Omaha-based Carson Wealth Management.

At the group's national conference in Orlando, president Tom Nally announces several new initiatives aimed at helping advisors expand their businesses.

Advisors can no longer expect to hire only seasoned, mid-career professionals with an established book of business, industry experts say.