Wealth management

One of the new hires has more than five decades of industry experience.

The advisor had been with Wells Fargo for only two years, having previously worked at Credit Suisse.

In a stunning all-cash deal, every RIA is put on notice that the future is in digital wealth management.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.

A massive acquisition also helped boost the No. 1 IBD’s headcount by 833 advisors year-over-year to 15,210.

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

A 41-year industry veteran says his practice was seeking “a new strategic partner to help us take the next step in our firm’s growth.”

The private equity-backed IBD is "very appealing to advisors in that larger independent setting," its top recruiter says.

Wirehouses have been seeing a decline in their advisor headcounts.

"We're told that good advisors stay away from politics, but I disagree," says one advisor.

Investors may support the pay hikes, but protesters says the bank owes customers more.

The No. 1 IBD announced the new NTF offerings and additional flattened prices for its corporate RIA.

Wirehouses are losing talent as advisors look to escape bank-owned firms.

An FPA conference's keynote session began with Tai chi and classical music.

Whatever planners learned when they were trained for the job decades ago is most likely outdated.

To understand the challenge posed by big tech disruptors, wealth managers should look at how those firms unexpectedly adapt to enter new markets.

Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.