Industry

Atlanta Capital and PFM say they will offer more concierge services to families with less than $20 million in AUM.

The hires are part of BNY Mellon’s campaign to increase its nationwide sales force and add private and mortgage bankers and other professionals in top U.S. wealth markets.

Bank of America completed the merger of its Merrill Lynch & Co. subsidiary into the parent company to simplify the corporate structure.

Lincoln National, the insurer whose stock surged more than 60% this year, hired Ronald Holinsky from Janney Montgomery Scott to be chief compliance officer as the industry faces increased regulatory scrutiny.

Many people never spend the time necessary to choose a career that suits them-and they spend the next 40 years in jobs they don't enjoy.

Crowell Weedon will become D.A. Davidson's fifth regional hub.

A year after Sandy, advisors say they learned to help clients by becoming experts on small business, insurance - even home repair.

Our 7 honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year's winners.

Want to help your advisors expand their skills? Use these steps to create customized career tracks.

LIFETIME ACHIEVEMENT