Industry

Benjamin F. Edwards grabbed nearly a dozen advisors and opened offices in three states.

A Morgan Stanley advisor with $200 million in assets under management has rejoined Merrill Lynch.

Richard Gill's departure from Focus follows the exit last month of Michael Paley, who co-led the firm's mergers and acquisitions team.

Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names.

The American College has redesigned its Chartered Financial Consultant designation coursework to add a focus on real-world client issues like divorce, LGBT families, retirement income and behavioral finance.

Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.

D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth.

Morgan Stanley has picked up five financial advisors from Merrill Lynch, Wells Fargo and J.P. Morgan.

Wells Fargo's second quarter profits rose to $5.7 billion, buoyed in part by a roughly 25% increase in profits at the San Francisco bank's wealth, brokerage and retirement unit.

Raymond James & Associates lured away a UBS advisor team managing $575 million in assets.