Industry

Two advisors who oversaw $300 million in assets at UBS have left to join Merrill Lynch.

A team formerly with Lincoln Financial Advisors will join an LPL-affiliated hybrid RIA.

Comparables, such as multiples of revenue or cash flow, may not be most important because they could mean an oversimplified valuation.

Advisors need to define what they really want for themselves, their businesses and their legacies so they can live their 'best business life.'

The human touch is still needed in the foreseeable future because advisors can approach complex situations with customized solutions, says one MIT professor.

Newly appointed CFO has 18 years of industry experience; replaces Dan Arnold.

After more than two decades on the institutional side, financial advisor Catherine Miller talks about transitioning to wealth management

The wirehouses are increasingly relying on lending to strengthen client relationships, create stickiness for the firm and boost revenue.

Two veteran industry recruiters discuss the appeal of going independent.

A new set of players have shaken up the independent broker-dealer landscape, showing that there's more than one way to throw your weight around. See this year's top players.