Practice management

Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.

The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.

The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.

The 2,500-advisor firm is sneaking up on larger rivals by adopting an approach that’s increasingly popular across wealth management.

A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.

No matter how focused you are on a goal, it’s what steps you take towards that goal that determines whether it’s achievable.

One of the largest wealth managers aims to attract more teams out of the crop of nearly 7,000 advisors leaving employee-channel firms each year.

Arete Wealth’s niche focus on alts for HNW and UHNW clients has given it a strong foothold in a fractured sector, experts say.

The CEO of three-generation family firm says they wanted to remove conflicts of interest and offer banking and trust services to clients.

Eastern Michigan’s program aims to connect people with disabilities and financial advisors to research and industry resources.