BlackRock had about 14,900 employees as of September.

Clients' kids want to meet with their parents' financial advisor, yet only 3 percent do so regularly, according to a recent Wells Fargo Private Bank survey. Whose fault is that?

Proving, perhaps, that opposites attract, the two firms are striking a partnership based on their complementary offerings.

Finding himself in thousands of dollars of debt, this financial advisor finally started taking his own advice.

In a survey by CAPTRUST, some organizations said they expect returns over 8 percent.

The deal, Ketterer’s fourth since 2017, brings Atria to a total 2,000 advisors and $65 billion in assets under administration.

Retirement Benefits Group has decided to leave Independent Financial Partners, which is launching its own b/d.

The new way of presenting fund information has been available to Merrill Lynch Wealth Management advisors for some time, demonstrating how BofA’s offerings in wealth are converging, regardless of where the client sits.

The Iowa-based wealth management office left Wells Fargo, exchanging equity for Carson capital.

The former CEO of HD Vest came to an agreement with the $60 billion RIA late last year.