RIAs

To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.

Here’s what the two seemingly contradictory trends mean for advisors.

The recruits oversaw more than $200 million in client assets.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

Jim Senderling and John Robbie had been with Merrill Lynch for 27 and 25 years, respectively.

The new competition asks innovators to take client experience to the next level.

The firm’s FA ranks at 14,820 were down by only nine brokers from the previous quarter.

This is a hot topic everywhere in corporate America except client portfolios. That might change soon.

As digital technology transforms wealth management, industry leaders take a stand on where the field is headed.

Total broker head count dropped by 173 from the prior quarter, according to the wirehouse.