Morgan Stanley

The firm has been working for two years to integrate BlackRock’s risk-management system into its platforms.

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

The regional broker-dealer posted record revenue for the eighth year in a row.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

Keith Apton got his first taste for finance while still in college.

How can the industry find organic growth again? And where will the next generation of advisors come from? Bill Willis tackles both challenges, and discusses how they will affect compensation, as we elaborate on the issues discussed at our Recruiters Roundtable.

The trickle of brokers leaving wirehouses for greater independence is quietly becoming a flood.

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

Wells Fargo was among biggest losers as advisors jumped to other firms.