Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.

A margin of 46% for the unit housing the giant clearing and custody firm may console executives who say the First Republic deconversion "is now largely behind us."

The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.

The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.

RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its San Francisco business.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

Manish Dave, who has been with the firm for 18 years, oversaw a headcount that was formidable but stagnant in recent years.

According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rely on those funds when they finish their careers.

Planners Carolyn McClanahan and Dana Anspach discuss how the client expenses work for their advisory practices as more firms rethink their approach.