Industry

A former top producer from Wells Fargo's private bank will manage client acquisition and relationship development activities across Webster’s four-state footprint.

Raoul Weil, once a powerful UBS AG executive, will return today to a U.S. courthouse where prosecutors said last month he ran a business that used Swiss bank secrecy to help Americans cheat on their taxes.

Merrill Lynch Pierce Fenner & Smith turns 100 today. At least, she would have, if she was a standalone entity, and not a government-rescued Too Big to Fail entity, forced into a shotgun wedding with Bank of America.

The pair, who managed more than $146 million in client assets, joined Raymond James with a practice named Stonegate Financial.

Now that you've chosen to switch firms, make sure you do it right.

Consolidation is reshaping our rankings of RIA Leaders - which firms will top next year's list?

This year's list includes fast-growing hotshots who are challenging the status quo, established stalwarts and granddaddy firms that have been around for more than a century.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.