Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.

Demand for advice is exceeding capacity as about 150,000 prospective clients have reached out to the firm this year alone, Ric Edelman says.

Wirehouses will begin transforming their business models to mirror the bank channel in many way, says industry recruiter Mark Elzweig.

Andy Sieg, head of Merrill Lynch Wealth Management, will join the management team of the company, reporting directly to CEO Brian Moynihan.

The duo previously spent a decade and a half with Oppenheimer.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

The regional firm launched its seventh new office this year.

The broker-dealer has also appointed a new northeastern regional director for its independent contractor division.

The industry risks becoming more of a boy’s club, rather than less of one.

Ameriprise scores big in its latest round of recruiting.

With 27,000 advisors on the move this year in wealth management, the industry remains in a period of flux.

Find out where this year's programs fall on the map.

Acquisitions in wealth management have proven tricky in recent years.

The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The firm has seen a number of planners exit in recent months.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?