Economy

Lisa Dolly will give way to COO Jim Crowley later this year, parent firm BNY Mellon says.

More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.

Want to know what financial advisors can earn?

Under a FINRA proposal, firms with histories of misconduct would be required to set aside funds for anticipated arbitration awards.

Here are the top five areas of design to consider when developing a new brand and core message.

Respondents say they’re concerned about volatility, regulatory uncertainty and a lack of fundamentals to use in determining the right price for bitcoin.

In a bid to further enhance its capabilities for advisors, the firm is also slashing ETF transaction fees on select funds later this year.

The new recruits signed on with the firm’s independent and employee broker-dealer units.

Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

Without advisor buy-in, scale can't be achieved, the tech executive says.

Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.

The changes follow a challenging first quarter for the firm’s wealth management operations.

The firm said earlier this year that it would deepen cost cuts.

The advisors are the newest additions to the firm’s expanding brokerage ranks.

Independent Financial Partners aspires to be a “very, very small agent for change.”

CEO Walt Bettinger says advisors tell him they aren’t worried about the new pricing model.

An advisor was terminated after accepting money from a brother, who was also a client. Is such a loan allowed?

For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”