Industry

Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.

After five years as head of Wells Fargo Advisors, Danny Ludeman announced on Friday that he will be retiring at the end of the year. He will be replaced by Mary Mack, who is currently the head of Wells Fargo Advisors Financial Services Group.

Raymond James continues to emphasize expansion along the West Coast with the addition of a former Morgan Stanley manager who will open a new office in San Diego.

Danny Ludeman announced his retirement on Friday after five years as head of Wells Fargo Advisors.

Two prominent industry experts offer some spirited discussions on a few of the most contentious M&A issues.

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

Beverly Hills Wealth Management has launched an internal asset management division with the addition of the emerging McComsey Asset Management, with $30 million in assets under management, to help attract a greater number of breakaway brokers.

Significantly altered results now appear when users search for fee-only advisors.

While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.