Northwestern Mutual

Despite notable rises and falls in the rankings, the study’s findings about comprehensive advice give every wealth manager an opportunity for improvement.

Advisor Kristin Bartlow brings a team of four managing $195 million in client assets to Journey Strategic Wealth.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

Necessary new approaches include better cultural understanding, more flexibility for new entrants and more outreach, advisors and executives say.

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.

In a sign of long term changes and pivotal questions for the industry, the difference between the amount of fees and commissions in the sector has nearly doubled.

Financial advisors, broker-dealers, custodians and other firms are trying to do their part amid a public health and economic crisis.

The largest enterprise under LPL’s biggest OSJ is getting even bigger, after adding its sixth advisor of the past 12 months.

If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.