Banco Popular de Puerto Rico

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.

The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.

These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.

Several advisors answered the call with their strategies for tackling this potentially sticky situation.

Rising financial advisor productivity came with much better pay at these independent brokerages.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.