Northwestern Mutual

Among the new recruits is an 11-person team.

The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

Female-founded startups receive less that 3% of all global funding, a report found.

The insurer lost four prominent female executives earlier this year in departures CEO John Schlifske called “a step backward.”

Bleakley Financial has recruited advisors with $750 million in client assets since January 2018 alongside LPL’s substantial recent grabs.

Mainstays of the sector like Commonwealth, Cambridge and Northwestern Mutual are contributing to it, but smaller firms are also driving change.

Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.

With transparency about conflicts on the rise even as it varies by firm, critics question whether clients really understand complicated technical documents.

Bleakley Financial has launched its eighth office under its affiliation with LPL and Private Advisor Group.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

The saga shows the ups and downs of partnerships between massive incumbents and nimble startups.

Firms’ head counts show how they’re responding to a challenging time in which experts predict the number of advisors to fall in coming years.

The founding partners spent a combined 54 years with the No. 6 IBD before launching the fee-only firm.

The ongoing shift away from commissionable products is driving major changes in the space.

The firms with the highest percentage growth year-over-year are cutting their head counts and fueling the record level of M&A deals.

The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.

Firms of all sizes have helped push fee-based business above commissions as the industry undergoes a transformation.

Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.