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The regional firm landed six advisors from Wells Fargo that collectively generated $5.44 million in annual revenue before making the move.

A call to improve customers' digital-banking experience was the top theme during SourceMedia's Digital Banking Summit. Banks should imitate the Apples and Googles of the world, not each other, experts said.

With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.

Eric Goodbar joined BNY Mellon Wealth Management as a managing director and will be responsible for ultrahigh-net-worth families throughout the Western region.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.

The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.

Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.

The robo wave is forcing flesh and blood advisors to improve their digital presence and that has fintech companies like Oranj rushing to fill the void.