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The smooth integration of RIA firm Girard Partners is likely to entice the Souderton, Pa.-based bank to buy other RIAs as it seeks to grow its wealth management business.

The wirehouse's three newest recruits come from Credit Suisse.

William Blair, a Chicago-based financial services firm, said it hired a 24-year industry veteran.

Create a "culture of inclusivity," drop old-world ways and give young planners a voice in your firm in order to recruit and keep them, two experts say.

Two advisors passed on an opportunity to join Wells Fargo, which recently inked a recruiting deal with Credit Suisse.

When the going gets tough, savvy financial advisors get in touch with clients.

A J.P. Morgan study shows baby boomer spending needs could face funding constraints as they grow older, challenging advisors helping these aging clients maintain their lifestyles.

We'll soon unveil our ranking of top bank advisors. In the meantime, one of our regular contributors outlines the characteristics needed to excel in the channel.

Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts.

Founders are the biggest offenders when it comes to ignoring these procedures.

Online tools such the one developed by the Consumer Financial Protection Bureau can help clients determine the best time to claim their Social Security retirement benefits for maximum results; Plus, do your clients need life insurance after they retire?

Incorporating such a plan provides alternate revenue streams for better client growth.

Lawmakers press SEC Chairwoman White on the progress of the DoL's fiduciary proposal.

An advisor group left the wirehouse for the independent side of Raymond James.

The wirehouse said it recruited the advisors from Credit Suisse.

The New York Department of Financial Services' letter indicating potential cyber rules are prompting concerns that the state's plans could lead to more stringent measures throughout the industry.

The flurry of repatriation that took place during the third quarter amid China's shock devaluation and the plunge in global equities bodes well for stocks, according to a note from Barclays.

BlackRock is winding down a global macro hedge fund after losses and investor redemptions eroded assets.

"The winds of change have finally come to the Fed after all these years. Rates are going up. In 2015. Bet on it," said Chris Rupkey, chief financial economist with Bank of Tokyo-Mitsubishi.

Incorporating such a plan provides alternate revenue streams for better client growth.