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Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

A team with almost $1 million in production left the wirehouse to join the independent side of Raymond James.

The Short Hills, N.J., bank chose Invest Financial for its home office resources, scale and technology.

First Round Capital has raised a half-billion in funds and invested in almost 500 companies, including Uber and Warby Parker. Co-founder Howard Morgan explains why it hasn't made any investments in robo advisors.

“Owners of advisory firms don’t realize there’s a new school approach to succession planning,” – David Grau Jr., president and CEO of Succession Resource Group.

Google, Amazon, Apple, PayPal and Intuit have joined forces to promote policies they say will foster greater innovation in financial services.

Brown Wealth Management Group, a former Wells Fargo-affiliated independent advisory firm, will focus on high-net-worth clients at LPL.

Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings.

With the acquisition of City National Bank complete, RBC will begin beefing up its capabilities – but in a carefully planned roll-out, says John Taft, CEO of RBC Wealth Management-U.S.

James Warren, SEI's vice president and managing director of solutions strategy and development, received an honorable mention this year for the firm's Investor Fulfillment and Trade Order Solution.

CFO moves up amid growing focus on wealthy clients.

Investors pulled money out of U.S. ETFs that invest in emerging markets last week for the first time since early October, ending the longest winning streak for the ETFs since May.

Advisors can benefit only if they actually interact and then follow up.

Two advisors left the British bank's U.S. wealth management unit before the close of its pending sale to Stifel.

The baby boom generation and increased longevity is expected to drive philanthropic giving to $8 trillion over the next 20 years; Plus, how executives can minimize the retirement tax hit.

The heads of the biggest wealth management firms vary in their approaches to challenges, including recruitment and the use of robo advisors.

The fiduciary rule would significantly change how advisors are compensated and is part of a global trend to increase investor protection, researchers say.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

NYSE has hired Vanguard veteran Doug Yones to oversee exchange-traded products.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.