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"Everything is bigger in Texas." That's certainly the case when the Raymond James and its 2013 national conference descended on Dallas, where thousands of advisors around the country gathered to learn best practices and swap ideas.

The Wealth Management Division’s assets under management hit $7 billion; looking for $8 billion by end of 2014.

The practices, in Mercer Island, Wash., and Lynnwood, Wash., have a combined $549 million in assets under management.

These managers just missed the cutoff for our upcoming top 20

Americans are allocating a smaller share of their spending to investment-related fees since the recession, a sign they are still wary of returning to financial markets even as stocks trade near record highs.

UBS executive Robert Mulholland has a message for professionals in the financial services industry: We are the adults in the room.

Schwab’s CEO Walt Bettinger sent clients a letter apologizing for the inconvenience caused by the company’s website outage Tuesday.

Fidelity Investments has rolled out a Windows Phone 8 brokerage app for Windows Phone users to help them manage their investments on the go.

The Financial Industry Regulatory Authority has updated its guidance for individual municipal bond investors by urging them to ask brokers questions about issuer disclosures and bond insurer ratings.

Tax-free money market funds continued to suffer the effects of federal income tax season as investors withdrew $5.58 billion from industry, leaving total net assets at $263.91 billion, according to The Money Fund Report, a service of iMoneyNet.com.