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Digital Insurance recently surveyed insurers, brokers and adjusters about the technology they're using in the claims space, and we'll share those insights.
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Neil McLaughlin, who'taking over RBC's wealth unit after running its personal and commercial banking divisions, is seen as a likely CEO successor.
July 11 -
Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.
July 8 -
A federal judge agrees with plaintiffs that the Federal Trade Commission lacks authority to set rules on unfair competition.
July 5 -
LPL accuses its rival of hindering "competition in the financial services space" through its "cynical" attempts at frightening advisors into staying put.
June 25 -
The Atlanta-based independent broker-dealer thinks some advisors will always feel ill at ease at big firms that keep getting bigger. That's where it sees its opportunity.
June 24 -
The founder of the private-equity backed RIA says he's interested in further acquisitions but doesn't want to be "growing for growth's sake."
June 17 -
Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.
June 13 -
Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.
June 12 -
The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.
June 11 -
Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.
June 5 -
The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.
June 4 -
The promotion comes as the latest step in the consolidation process that's been ongoing since the $15 billion firm's founding last year.
June 3 -
Management changes expected to help in CEO Ermotti's wealth management ambitions in the U.S.
May 30 -
Firms' aggressive pursuit of repayment of recruiting loans is likely a reflection of how massive some recruiting deals have become in recent years.
May 28 -
As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.
May 23 -
The partners at Pilot Financial have been through only one acquisition in their firm's history — the recent sale of Lincoln Financial's wealth groups to Osaic — and they're not eager to repeat the experience.
May 22 -
The giant custodian, retail brokerage and asset management firm has completed the industry's largest ever conversion with TD Ameritrade. What's next after a key executive's departure?
May 21 -
UBS reportedly planning to appoint investment bank chief Rob Karofsky to lead its U.S. business, where he'd focus on expanding into the U.S. wealth market.
May 16 -
The mammoth coup far outpaces other recruiting deals of recent memory.
May 10










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