Industry

Raymond James is ramping up its pitch to attract independent advisors by opening up access to alternative investments.

Bloomberg -- Evercore Partners Inc., the investment bank founded by former U.S. Deputy Treasury Secretary Roger Altman, hired Jewelle Bickford as a partner in its wealth- management unit.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of RIAs have to say about some of the most popular overseas retirement destinations among their clients.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Eileen Rominger, former head of the Securities and Exchange Commission’s Division of Investment Management, has decided get back to work after a year-long hiatus.

Fewer RIAs this year are in the mood to sell thanks to stable growth in the markets.

Wells Fargo has expanded its Denver, Colo., operations adding an advisor with $150 million in assets under management.

Nuveen Investments announced the Board of Trustees of the Nuveen New York Dividend Advantage Municipal Fund (NAN), Nuveen New York Performance Plus Municipal Fund, Inc. (NNP) and Nuveen New York Dividend Advantage Municipal Fund 2 (NXK) approved a merger.

What summer doldrums? Focus Financial Partners, one of the country’s largest RIA aggregators, has made its second major deal in two weeks and fifth of the year, boosting its total assets to over $60 billion spread over 27 firms.

Fewer RIAs this year are in the mood to sell thanks to stable growth in the markets.