Wealth management

"We anticipate rapid growth within the Texas market,” says Jeff Dekko, CEO of Wealth Enhancement Group.

Here's what top young producers should be looking for when switching firms, according to On Wall Street's annual recruiters panel.

The bank suffers net income declines, while volatility causes a slump in trading across the firm.

Analysis: Arguably the greatest adjustment pressure will be on annuity companies and broker-dealer and insurance firms that will not likely qualify for the level-fee fiduciary exception.

Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.

Advisors are now helping clients think about living to 100 and beyond.

Sometimes becoming an advisor is more obstacle course than straight road.

Here’s how On Wall Street’s Top 10 Branch Managers land the best talent and help shape the industry’s future.

Sometimes young planners realize they don’t want to manage a book of clients forever. Here are ways they can go without leaving the profession entirely.

As clients live longer than ever anticipated, advisors face new challenges in helping them prepare for the future.

Here’s how to counteract your clients’ tendency to buy and sell securities at just the wrong time.

‘Just because you can sell, it doesn’t mean you have to sell.’

Here are wealth management's elite leaders, responsible for landing the best talent and helping to shape the industry’s future.

The debate has spread far beyond planners and regulators, suggesting to some that public consciousness, and widespread change, might be on the rise.

Family members differ dramatically when it comes to wealth planning, according to a recent Merrill Lynch study. Here's how advisers can start a dialogue with relatives that answers their wealth planning needs.

Also, Merrill gained teams with $1.5 billion in combined AUM, while UBS said farewell to a $426 million team.

Financial planners moving to new jobs are jumping less hurdles and increasing AUM, a new study says.

Industry veteran Scott Schmid will oversee the San Diego market for its Private Client Reserve beginning May 9; hopes to double headcount in 2 years.

Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.

“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.