Practice

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

On Wall Street annually spotlights the work of the industry's elite leaders.

The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

Automate mundane tasks to concentrate on the personalized service that a client values the most, industry experts say.

Women often have more years of low income—or no income—at some point in their careers.

Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.

Robert Cook said wealth management firms "must do their part."

The new hires joined Merrill from Morgan Stanley.

Although revenue fell for the FP50, most firms upped their AUM.

Veteran advisers with $437M in AUM 'set out to find something different.'