Industry

Banyan Partners,the $4.3 billion Palm Beach Gardens, Fla.-based RIA, wants to hit $10 billion in assets in the next three years, establish a national brand and secure significant wallet share in both the high-net-worth and multifamily office markets.

The first U.S. exchange-traded fund tracking China’s domestic stocks will lure investors seeking exposure to a broad range of industries in the biggest emerging economy, according to Societe Generale SA’s private bank.

Genworth Wealth Management, with $20 billion in assets under management, on Wednesday announced a long-anticipated name change.

After spending 13 months conducting “extensive due diligence research on the top 50 independent broker-dealers,” Householder Group decided that LPL, the nation’s largest independent broker-dealer, was best suited to support the firm’s “next chapter of growth.”

The company has a new deal with a Texas firm targeting ultrahigh-net-worth clients.

One planner says the strategy helps him connect with younger generations, avoid portfolio liabilities and improve transparency. Here are his suggestions.

Mitsubishi UFJ Financial Group’s securities joint venture with Morgan Stanley will take a majority stake in the Japanese bank’s wealth-management business, deepening ties between the two firms.

After columnist (and startup RIA) Dave Grant discussed the challenges of having prospects say no, Chad Smith — an advisor at Financial Symmetry in Raleigh, N.C. — sympathized on Twitter.

With the launch of a new Institute for Sustainable Investing, the firm is looking to add $10 billion in client assets to its socially responsible investing platform.

A husband-and-wife planning firm and the CFP Board have traded jabs in court over whether the planners can seek damages in their lawsuit against the board.