Sallie Krawcheck posted a photo on LinkedIn of 46 names of Morgan Stanley financial advisors. Just three were women.

As wirehouses battle to retain control of their channel and maximize profits, expect more advisors to vote with their feet in search of freedom and flexibility.

“We believe the multi-channel strategy is the way to go otherwise we would not have that.”

Horizon Financial Group’s strategy is a sign the “super” OSJ model is working.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex.”

Since 2012, lenders have become increasingly comfortable with RIAs.

The brokerage is also hiring more banking specialists to work with its advisors.

The Swiss bank said local client service and advisor models will be maintained and benefit from integrated middle- and back-office functions.

Corporations suddenly have new incentives to buy registered investment advisory firms, says a new DeVoe & Company report.