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"Everything is bigger in Texas." That's certainly the case when the Raymond James and its 2013 national conference descended on Dallas, where thousands of advisors around the country gathered to learn best practices and swap ideas.

The Wealth Management Division’s assets under management hit $7 billion; looking for $8 billion by end of 2014.

The practices, in Mercer Island, Wash., and Lynnwood, Wash., have a combined $549 million in assets under management.

These managers just missed the cutoff for our upcoming top 20

Americans are allocating a smaller share of their spending to investment-related fees since the recession, a sign they are still wary of returning to financial markets even as stocks trade near record highs.

UBS executive Robert Mulholland has a message for professionals in the financial services industry: We are the adults in the room.

Schwab’s CEO Walt Bettinger sent clients a letter apologizing for the inconvenience caused by the company’s website outage Tuesday.

Fidelity Investments has rolled out a Windows Phone 8 brokerage app for Windows Phone users to help them manage their investments on the go.

The Financial Industry Regulatory Authority has updated its guidance for individual municipal bond investors by urging them to ask brokers questions about issuer disclosures and bond insurer ratings.

Tax-free money market funds continued to suffer the effects of federal income tax season as investors withdrew $5.58 billion from industry, leaving total net assets at $263.91 billion, according to The Money Fund Report, a service of iMoneyNet.com.

Jim Rohr says cybersecurity is one of the biggest issues banks face. The frequent distributed denial-of-service-attacks on banks' web servers that have occurred since September are doing more than disrupting service.

Mutual funds and exchange-traded funds ETFs saw redemptions of $7.0 billion the week ended April 24.

Thousands of Raymond James financial advisors gathered in Dallas this week for the firm's annual national conference -- here's what they picked up.

Thousands of Raymond James financial advisors gathered in Dallas this week for the firm's annual national conference -- here's what they told us they picked up.

Fidelity Investments has rolled out a Windows Phone 8 brokerage app for Windows Phone users to help them manage their investments on the go.

Total money market mutual fund assets dropped by $1.87 billion to $2.593 trillion for the week ended Wednesday, April 24, according to the Investment Company Institute.

Touchstone Investments is closing one fund and transferring its assets into another fund that, essentially, does the same thing.

A proposed rule requiring advisors to disclose their transition packages when switching firms could change the tone of the conversations in the war for top industry talent.

Clients are mad as hell and they're not going to take it anymore … unless the industry makes some changes, Stifel’s top executive told a major industry conference on Thursday.

A former Canadian “mutual fund” salesman has been banned for life from the industry and ordered to pay a fine of $6 million for stealing clients’ assets valued at some $12 million, the Globe and Mail reports.