Industry

Morgan Stanley came into possession of Water Oak when it bought Eaton Vance a year ago.

This deal continues Hightower’s trend of buying existing RIAs rather than trying to lasso breakaway brokers.

Jamie Dimon just received almost $56 million of JPMorgan Chase’s stock, before taxes, from an incentive program the bank valued at less than half that much just three years ago.

Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Large financial institutions are investing in technology to tap into the growing workplace wealth market.

Valuations are growing, but not as quickly. Brand is key. Size matters.

Here's what happened over the last week in wealth management.

CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus

David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.