Industry

Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.

It’s the second biggest move in 2019, and includes an advisor featured in On Wall Street’s Top 40 Under 40.

The fund gained 22% last month, beating more than 1,970 rivals.

More wealth management professionals are using Twitter to network and push for change.

On the losing side of this exchange: Wells Fargo, UBS and Merrill Lynch.

The IBD with 8,000 advisors had been without a permanent chief executive since Robert Moore’s departure in March.

Scott Powell will oversee the bank’s relations with regulators as it seeks to shed a Federal Reserve-imposed asset cap.

The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.

The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.

Do planners offer enough value to keep tech companies and automated advice at bay?