Industry

Asset-management fees more than offset lower transactional revenue.

Our industry will be unable to keep up with the demand for new advisors to fill the vacancies left by boomers retiring.

Wells Fargo originally built a 65 percent stake in Golden Capital Management in 2011.

A suite of educational resources, workshops, forums and thought leadership centered on sustainable investing.

Independent firms are charging clients the same fees they were five years ago, and it hasn’t slowed them down.

Baillie Gifford & Co. is focused on lower fees, not consolidation, to stay competitive.

BlackRock got into the ETF arena early and has focused on building its business by volume.

Morningstar weighs in on the new Vanguard CEO, UBS puts wealthy clients in an impact fund backed by Bono, and marketing and education platform Harvest is now offering CFP continuing education classes.

Orion partners with AdvisoryWorld and Mineral Interactive to launch "Catalyst" for TAMPs, Apex partners with InvestCloud, and the rest of the week's wealthtech news.

How will Tim Buckley handle a world in which cheap market-tracking index funds are everywhere?