Industry

The restructuring comes as a competitor enters wealth management data aggregation.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The firm’s newest recruits come from Merrill Lynch and Wells Fargo.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

The firm’s new CEO Ronald O’Hanley is pushing to reduce expenses, automate more functions and simplify organizational structure.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.