Banco Popular de Puerto Rico

When average performances are analyzed rather than just the top funds, a passive strategy prevailed over the past five years.

Find out which of the largest regional firms were represented. Is your boss on the list?

Find out which of the largest brokerages were represented by the best bosses in wealth management.

These wealth management execs, among the best in the channel, oversee their teams in the midst of major industry changes brought on by technology, demographics and smaller branches.

Find out which of the largest brokerages were represented by the best bosses in wealth management.

Find out which of the largest regional firms were represented by the best bosses in wealth management.

Financial planners moving to new jobs are jumping less hurdles and increasing AUM, a new study says.

Also, Merrill gained teams with $1.5 billion in combined AUM, while UBS said farewell to a $426 million team.

Here are wealth management's elite leaders, responsible for landing the best talent and helping to shape the industry’s future.

These top bosses have kept their advisers focused during a difficult year for the bank channel and increased business to boot. Read about their strategies and insights