Boutiques

The advisors left Credit Suisse, passing on an offer to join rival firm Wells Fargo.

J.P. Morgan Securities picked up an industry veteran, the latest U.S.-based advisor to depart from Credit Suisse.

In its second acquisition in a year, EP Wealth lands woman-owned RIA on its way to its growth target of $5 billion in AUM.

See which advisors topped this year's list of the biggest producers under age 40.

Another team departed Credit Suisse, this time for William Blair.

Four recruits moved between the boutique wealth managers, making them the latest Credit Suisse advisors to pass on an offer to join rival firm Wells Fargo.

J.P. Morgan Securities agreed to pay $4 million to settle the charges, according to authorities.

Here's what industry insiders and elite members of the Top 40 Under 40 say it takes to make it to the top.

See which advisors topped this year's list of the biggest producers under age 40.

See which advisors topped this year's list of the biggest producers under age 40.