Industry

Beefing up its presence in Sacramento and Newport Beach, Calif. Beverly Hills Wealth Management has lured the Sullivan Wealth Management Group from Morgan Stanley.

PIMCO last month teamed up with product and technology platform provider Aria Retirement Solutions and insurer Transamerica Advisors Life Insurance Company to market contingent deferred annuities to asset-based fee-only registered investment advisors. The name of the new product: RetireOne Transamerica II.

Julius Baer Group said increased client trading boosted margins as Switzerland’s third- biggest wealth manager integrated Merrill Lynch businesses acquired from Bank of America Corp. last year.

First-half revenue at the six biggest U.S. banks climbed for the first time in four years, fueling profits and vindicating Bank of America Corp. and Morgan Stanley leaders who presided over stock slumps.

Two key factors come into play in order to improve your advisor website’s SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your website’s design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.

Smaller signing bonuses and shorter contract terms are on their way, says recruiter Mark Elzweig, and an aging advisor population is to blame.

It’s a tricky act, being both big and personal. But organizers of LPL’s 23rd annual conference are aiming to strike this balance, according to one of its organizers.

The doors of Dave Grant's startup RIA have been open for only a couple of months now, and it’s been an emotional roller coaster. Signing a client that you’ve been pursuing can provide a massive high, but when things hit a dry spell or don’t go your way, you can spiral into new lows.

Founder Eric Schwartz is making big plans to preserve the firm’s independence and viability for the long term -- by giving away control now.

Broadridge Finalizes Bonaire Deal Broadridge Financial Solutions last week closed its acquisition of Bonaire Software Solutions, a provider of fee calculation, billing and revenue and expense management solutions for institutional asset managers, wealth managers, mutual funds, bank trusts and hedge funds.