Boutiques

Martim de Arantes Oliveira will be responsible for driving the growth of Ascent’s new office, which will open this summer.

Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly.

Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.

As baby boomers’ demands change, the industry needs to take a more holistic approach, according to the president of the Ameriprise Personal Advisors Group.

Mitch Cox, head of wealth management in the Americas at Barclays, has left his position to pursue other interests, a spokesperson for the firm confirmed.

The boutique wealth management firm extended its reach on the West coast with a new Seattle office.

On Wall Street profiles the most influential personalities in the advisory industry this year.

In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market.

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Stifel CEO Ron Kruszewski explains why Knight Capital's survival was important following last week's costly software malfunction.

BlackRock Inc.’s Laurence D. Fink, who heads the world’s largest asset manager, said his firm needs to capture a larger share of the deposits that are going into U.S. equity exchange-traded funds.

JPMorgan Securities, the brokerage arm of banking giant JPMorgan Chase & Co, is trying to lure advisers from Wall Street rivals with an unlikely pitch: "We're actually a small boutique."