Economy

IHT Wealth Management now has $2.4 billion in client assets.

Clients are looking to be reassured about the security of their data.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”

The firm is continuing its recruiting push by adding a new team in southeast Georgia.

Independent firms need capital, but some top executives question private equity's benefits.

As a result of CEO James Gorman’s strategic moves, the firm earns the biggest share of revenue from wealth management of the six biggest U.S. lenders.

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

The move continues the wirehouse's transformation under Tom Naratil, president of UBS Wealth Management Americas.

The company's broker headcount declined slightly, but it remains the largest wirehouse by number of advisors.

Custodian Trust Company of America helps RIAs create their own automated offerings.

The 11,000-member organization will operate as the Investments & Wealth Institute.

The father of the $141 million team worked for Raymond James for 12 years.

Reps recommended complex investments without restrictions, the regulator said.

The firm's advisor ranks increased slightly during the third quarter, ending three consecutive periods of decline.

The regional firm, which has been a recruiting tear, pulled its newest hires from Morgan Stanley and Wells Fargo.

I thought my entrepreneurial career was over. I was wrong.

See which firms took in the most revenue last year amid an industry-wide slump.

Investors can "make some real money trading, but you really have to know what you are doing,” says one advisor quoted in the article.

Capitol Securities Management says it wanted a partner with more retail brokerage experience.