Wirehouses

The forthcoming changes will build on digital investments the firm has made recently, according to an executive.

Stifel is expanding on the West Coast, hiring 13 recruits in California year-to-date.

In an era of extreme affluence, elite money managers are vying for the hyper-rich as never before.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.

CEO Sergio Ermotti said UBS had begun to cut costs following the merger of the U.S. and international wealth management divisions.

Compensation related to financial advisor recruiting fell 22% for the second quarter.

Banking scandals are playing only a small role in advisor attrition, the firm says.

While the business is producing steady profits, the lender rejigged financial targets this year after investors argued Ermotti should do more to improve returns after the shares languished.

There’s no obvious reason to row back from the bank's strategic commitment to focus on wealth management while keeping a leash on the investment bank

The regional broker-dealer has stepped up its expansion this year.