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Sargent Bickham Lagudis has assumed the name of the smaller firm, Colorado Financial Management.

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.

In 2015, lower-paid plan participants contributed an average of 5.8% of their salary into their 401(k) plan, while higher-paid participants contributed an average of 6.9% of their salary to their workplace retirement plan.

CEO James Gorman unveiled a new cost cutting program that could shave off at least $1 billion in costs companywide by next year.

Judging from the questions executives fielded about everything from the slowdown in China to the bank's energy exposure to the potential for another 2008-style crisis, worries are running high.

Merrill Lynch reported that fourth quarter revenue had fallen due to market impacts on both fee-based and transactional revenue.

Investors pulled more than $2.1 billion out of U.S. ETFs that invest in emerging markets last week, the most since August. China and Hong Kong led the losses.

The independent firm founded by several former wirehouse managers picked up two recruits who generated $1.5 million in annual production.

After his roller coaster ride with troubled RCS Capital-owned Cetera Financial Group, Steve Dunlap returns to his entrepreneurial roots.

The largest independent firms to make the cut.