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Build strong relationships with contacts, and give them an easy way to make referrals.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

The group generated annual revenues of $3 million before making the move.

Fidelity's new program includes a discount on a service that monitors elderly clients' financial transactions for suspicious activity.

Arizona Cardinals linebacker Dwight Freeney defeated a bid by Bank of America and its Merrill Lynch unit to dismiss, among others, fraud and negligent misrepresentation claims stemming from the bank's recruitment of him in 2010 to manage his assets.

Build strong relationships with contacts, and give them an easy way to make referrals.

"Buyers are placing high strategic value on technology innovation," says David Selig, CEO of Advice Dynamics Partners.

A Merrill Lynch advisor who once generated $4 million in revenue has moved to Morgan Stanley. The firm was not the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

The recruits collectively had $1.7 million in annual revenue before making the move.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to present our Next 50.

Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid.

Client experience and advisory firm efficiency can be improved through this type of technology.

Client experience and advisory firm efficiency can be improved through this type of technology.

Fidelity has a new digital plan to work with advisors and is also developing a direct-to-consumer robo platform.

Next week, we’ll unveil our annual Top 50 Bank Advisors online and in print. In the meantime, we’re proud to present our Next 50.

Chief executives from BofA and PNC raised concerns about the conduct of data aggregators and particularly how well they protect customer data.

Many women contribute to their workplace retirement plans, but are also are very concerned about not being able to retire when and how they want to, implying that they may not be saving enough to feel secure about reaching their retirement goals.

The investment bank lands a six-member group to run a custody and emerging-market bond business within its wealth management unit.

The bank projects that fee income from its trust, insurance and brokerage operations will continue to grow in the range of 10% to 12% from 2016 to 2018.

With an interest rate hike from the Federal Reserve now widely expected to take place next month, some of the air has been firmly kicked out of yield plays' tires.