Industry

But that may belie gender biases that still exist. A new Merrill Lynch study observed an average of 10 gender-related 'miscues' per 30-minute meeting with clients.

Hightower's latest deal with North Carolina-based registered investment advisor Stearns Financial Group is its sixth transaction in 2020.

Wealth management firms need to be prepared to offer investment solutions that are compelling in returns and yield, while also laddering up to the promise of building a better world.

The Department of Labor has set a hearing on its proposed fiduciary rule for Sept. 3 at 9 a.m. ET.

LPL has recruited three financial advisors in Scottsdale, Ariz., who have decided to merge together to form Raintree Wealth Partners.

Over the past 18 months, 54% of Merrill Lynch Wealth Management's advisor hires have come from diverse backgrounds, up from 39% in 2017.

The CFA Institute has started the next step in its process to develop ESG disclosure standards by November 2021.

There were 22 RIA M&A deals announced in the past six weeks, according to a new report from DeVoe & Company, up from 14 deals during the same period in 2019.

CEO Dan Arnold outlined four initiatives the firm plans to fund, while also predicting that the pandemic will accelerate the demand for financial advice in the future.