Demographics

Almost three in four millionaires (73%) and almost as many mass-affluent investors (72%) reported being satisfied, up from 72% and 69%, respectively, last year.

Mariner Wealth has jumped into the burgeoning space recently abandoned by LPL’s NestWise.

Generation X and the younger Generation Y—unlike Baby Boomers—see banks as places where they want to both do their banking and manage their investments.

The company's first product is an iPhone app that aims to take the hassle out of budgeting for young people.

Amid a surge in consumer assets, firms that cater to high-net-worth clients have a particular advantage, Chip Roame told an audience at the Tiburon CEO Summit.

Firm founded by ex-PayPal & Intuit CEO opens Denver office as digital upstarts jockey for tech-savvy clients.

Over the past two years, the number of advisors jumped to 60 from 45, an important factor in the unit’s revenue growth.

In August, the San Francisco-based bank launched a website, offering education, tools and a more robust capability to help the mass-affluent customer with retirement planning.

With the close of September we've compiled the most popular stories from the month. Check out the top five.

To grow the business, the bank will significantly increase the number of advisors from 25 to some 40 to 45 over the next three to five years.

The bank recently made a series of moves to woo the long-neglected mass-affluent customer.

To help investors cut through the clutter of ETFs on the market, Merrill Edge devised a list of 61 high-quality ETFs from which they can build their own portfolios.

The strength of America's financial system is a result of the diversity of its players, but that diversity won’t survive if our nation continues down the path of one-size-fits-all regulatory reform.

Sometimes it pays to build walls in the wealth management industry—as long as they keep competitors out and clients in.

LPL is shuttering NestWise, the once-hyped unit that was launched just last year to serve less affluent customers, and has laid off 40 NestWise employees.

Many banks are trying to lure newly affluent Gen X and Gen Y clients with high-tech services, but they may have better luck with a more traditional approach, according to new research.

The bank launched new proprietary ETF portfolios that it says provide exposure to global investment opportunities by leveraging the international perspective of its parent, BNP Paribas.

In 2012, the unit generated $25 million in revenue, beating the 133 banks in the region that reported brokerage fee income last year.

Sheryl Garrett says privately held firm or group, such as Vanguard or NAPFA, or a major benefactor, would be ideal match for her low-fee firm.

Advisors have some more competition brewing in the still-nascent online planning world.