Michael Thrasher

Melissa Bean, chairman of the Midwest at JPMorgan Chase and a former congresswoman, will join the Chicago firm in April.

Investors were more than twice as likely to recommend their advisor if they explained what is happened in 2018, according to J.D. Power.

Christopher Mone, the former president of U.S. markets for Wilmington Trust Wealth Advisory, has been named an executive vice president and the head of wealth management at Wedbush Securities.

'The Money Doctor' and his firm claimed 'to be a vehicle of God’s peace and comfort to as many people as possible, helping first with their financial peace of mind.'

The new program is for advisors who want to help clients plan for what could be the largest financial investment they'll ever make.

Retirement account scams made up 9 percent of non-credit card fraud last year, up from 3 percent in 2017.

Concerns that M&A activity among RIAs would dampen in 2019 haven't become reality, according to Dave Barton, vice chairman at Mercer Advisors. “If it was just me, I could do 30 deals, easy,” he said.

Frazer Rice, who spent more than 15 years at Wilmington Trust, is opinionated and wanted to work at a firm that supported and challenged him.