Portfolio

Despite a rocky year, these 20 funds recorded an average return of 13.6%.

The firm’s four new additions came from two wirehouses.

The unit could fetch more than $3 billion, according to people familiar with the matter.

It’s one of the largest teams to quit a wirehouse this year.

After a volatile year, advisors get a reprieve when it comes to payout changes.

It won’t just change the composition of corporate board rooms. It may change conversations with clients too.

Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

The firm, which has more than $3 trillion under management, runs dozens of mutual funds and was a pioneer in index investing.

The OSJ scooped up teams from Edward Jones, Wells Fargo Advisors and Wedbush Securities.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.