RIAs

Reorganization includes the departure of one of the company’s highest paid executives.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again.

The executive's sudden announcement raises questions about whether the company’s retail brokerage platform will compete with advisors.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

The declining headcount comes even as the firm pulls in several big hires.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

Analysts and advisors expressed surprise at the announcement.

The wirehouse’s pipeline for incoming brokers is at a two-year high.