HighTower snagged its biggest wirehouse team yet on Monday. A team of four former Morgan Stanley advisors with $600 million in client assets joined the HighTower Network as Gryphon Financial Partners this week...

Everyone seems to want a piece of Michael Kitces, the industry blogger and financial planning research director, and he's very happy to oblige, turning up at conferences, speaking engagements and webinars, stoking his social media presence and...

Dynasty Financial aims to revamp its technology offerings with a new, cloud-based desktop platform initiative spearheaded by the firm’s new chief technology officer...

LPL Financial has named Bill Morrissey as its new managing director of independent advisor services, taking over for Derek Bruton, who stepped down last week due to concerns over his interactions with other employees...

Financial Services Roundtable’s CTO Dan Schutzer walks us through his idea for an online safety deposit box, and if clients can ever, or will ever, completely trust their financial data in the cloud...

Derek Bruton, LPL Financial’s managing director of independent advisor services, has resigned due to concerns about his interactions with other employees, the firm said in a Securities and Exchange Commission filing. ...

Most people know Joe Duran as the CEO of United Capital. Less known is the journey that shaped his ambitions.

Ric Edelman, the CEO of Edelman Financial Services, was recently chosen as one of the most influential figures in wealth management by the readers of WealthManagement.com. Here he shares his time management techniques, the importance of delegating...

Bob McCann is the CEO of UBS Group Americas. He was recently chosen as one of the most influential figures in wealth management by the readers of WealthManagement.com. Here he shares how he prepares for his week, the first thing he does in...