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An advisory group in Winter Park, Fla. with $550 million in client assets leaves Morgan Stanley to go independent.

Want to be a divorce financial planner? Here are the top tips to help you be successful.

The new hires are part of the wealth manager's campaign to increase its sales force by 50% and add private and mortgage bankers in key wealth markets by the end of 2014.

Citigroup Inc., the third-largest U.S. lender, said Deepak Sharma will retire as chairman of its private bank after 38 years with the firm.

Raymond James' Global Private Client Group CEO Chet Helck is retiring after a 25-year career with the firm.

In this newly created role, Philip Poole will lead research activity across the firm’s investment platform globally.

Rene Jones was also named one of two vice chairmen of M&T Bank.

The new RJA advisors represent a combined $308 million in client assets under management and join Raymond James branches in Portland, Ore., St. Louis and Dallas.

A former top producer from Wells Fargo's private bank will manage client acquisition and relationship development activities across Webster’s four-state footprint.

Now that you've chosen to switch firms, make sure you do it right.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

A pair of longtime Suntrust financial advisors have hooked up with LPL Financial to form their own practice.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Gerber Kawasaki wants its 2,700 clients - and every prospect - to communicate with one another.

The firm hired five directors in Chicago, Seattle and Palm Beach Gardens as part of its campaign to boost its sales force and professional staff.

Benton Reichenau will be responsible for all product management for banking, wealth planning, and investment management and trust across U.S. Bank Wealth Management’s three business lines.

John Quello and his son, Nathan, joined First Dakota National Bank from UBS Financial Services, where they produced more than $1.6 million in annual fees and commissions.

U.S. Bancorp has promoted P.W. Parker to vice chairman and chief risk officer, the Minneapolis company said Thursday.

Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.

A big LPL practice with $3.7 billion in assets under management is picking up a $300 million Chicago-area firm.