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Top financial advisors in the US revealed
InvestmentNews celebrates 60 dynamic advisors across the country who excel at serving their clients.
Dimon says rich should pay more to fund low-income tax cuts
'There are so many tax breaks out there that shouldn’t be there,' JPMorgan CEO says.
Newborn son inspires $160M advisor to go independent
Chicagoland advisor makes the move from Corebridge to LPL.
Prospera launches family office program to serve UHNW clients
New solution responds to advisor demand for family office services.
JPMorgan’s Dimon promotes potential successors to new roles
Gaining wider experience is key for those who may one day run the firm.
Client assets in cash products ended 2023 at twice the normal level: Ameriprise
In its earnings report, the firm cites all-time highs in both advisor productivity and client assets.
Raymond James CEO balks at high price of RIAs
'The biggest change in the competitive landscape has been RIA roll-ups that pay prices that we can't quite figure out,' Paul Reilly says.
Stifel Financial hits new high in client assets
Since 2014, the firm's global wealth management revenue has grown by 150 percent.
Franchise Group CEO steps down amid SEC probe
Brian Kahn is exiting as CEO just months after a leveraged buyout of Franchise Group aided by B. Riley Financial.
$615M family office joins LPL from Raymond James
Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.
SEC probes B. Riley deals with client
The agency has carried out interviews about the broker-dealer and its relationship with a key client who was linked to a securities fraud.
Stifel entices $650M team from LPL Financial
Team of seven advisors is led by a 36-year industry veteran.
Nominations are open for inaugural InvestmentNews Awards
Do you have what it takes to make the prestigious list?
Citi launches $2B private lending solution with LuminArx Capital
The two firms' capabilities aim to provide a differentiated offering.
JPMorgan’s Jamie Dimon is getting a hefty pay rise
CEO to benefit from 5% increase amid firm's strong profits.
RBC chief eyes ‘significant opportunities’ in US capital markets
Canadian bank's CEO aims to expand the firm’s share of the market.
Raymond James adds $160M advisor from Edward Jones
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
Schwab saw decline in net new assets in Q4
'No one at Schwab is kidding themselves that everything is perfect right now,' says CEO Walt Bettinger.
JPMorgan plans to hire again as deals, wealth business grow
President Daniel Pinto also shares his views on rate cuts.
Morgan Stanley’s new CEO Pick has wealth management in his veins
Industry executive warns it will take time for Pick to earn the trust of advisors.