Industry

Washington Wealth Management has recruited two advisors from UBS and Wells Fargo, where they collectively managed approximately $150 million in assets.

NAPFA has named a fee-only RIA who has served in the U.S. Navy to serve as its next national chair.

Study finds short-term AUM and compensation growth, but long-term problems ahead for financial advisors.

After announcing growth plans earlier in the year, Advisor Group has taken the next step: hiring a new executive vice president of recruiting and acquisition strategy.

Baird is merging with McAdams Wright Ragen, a wealth management firm based in Seattle that oversees more than $10 billion in client assets, according to the companies.

AUM drops 31% as more top brass depart, with parent SunTrust filling executive ranks with veterans of the bank.

E.J. Burke, one of the two new co-presidents of the Community Bank, will be responsible for Key Private Bank as well as Key’s commercial and business banking segments.

Advisor group Cohen Financial Management has joined Raymond James Financial from J.P. Morgan Securities, where the team generated annual revenues in excess of $4.2 million.

The rapidly emerging online distribution channel is attracting serious venture capital, while "do-it-yourself" firms with combined delivery mechanisms will be a "smart bet" going forward. See the list.

Switzerland's biggest bank hired 88 advisors this year to service rich Asian clients after assets at its wealth management business in the region jumped 38% in the past two years.