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Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.

Here are tips for weighing the pros and cons of each option.

Europe's second-largest insurer announced a plan to list a minority in its U.S. Life & Savings unit and 64% position in the asset manager.

The digital platform was intended for use by all of the firm's wealth advisers.

The partnership “shows just how much technology is being democratized and customized,” according to one researcher.

The new company reiterated that it expects annual cost savings of about $258.6 million by the end of the third year following the merger.

It's the second acquisition in recent months for the WisdomTree-backed platform.

The Turning Rock Partners founder says the firm, focused on alternative asset markets, is young and still growing.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.

They started early and hired successor candidates based on their values, not just their skills.

Bond math can get complicated, but communicating and adapting to a changing world is what being a professional adviser is all about.

It’s better to have these conversations long before your clients need to use a policy.

These 10 leaders transformed their organizations to face the fund industry's biggest challenges.

Most of the funds are long-only, and investors tend to take advantage of the slide in prices by adding their holdings.

Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.

The role of the firm's latest hire has yet to be determined.