Wealth management

UBS is reducing pay substantially for sub-$750K producers and making smaller reductions for advisors on the higher end of the scale.

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.

Brendan Krebs moved into the top recruiting role in January with a pledge to bring in advisors for Wells' wirehouse, bank-based and independent channels.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.

The group of 20 massive companies including Moneta, Chevy Chase, Evoke and Savant manage a combined $343.9 billion in assets under management.

The printable PDF includes rankings based on the firms' AUM and includes number of employees, client accounts and financial advisors.

Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base — but also the skillsets to effectively use them.

Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift is underway.

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.