Morgan Stanley Says New Advisor Platform Gives It a “4-Year Head Start” on Competitors

Nov 21, 2018

The investment bank’s wealth management business boasts a native integration with BlackRock’s Aladdin, as well as combined planning and portfolio construction tools.

Don Cheadle Takes Us Back to Black Monday, the Worst Stock Market Crash in History

Nov 20, 2018

For advisors, Black Monday is a day that will live in infamy. But is it time to laugh about it?

Abby Johnson Prepares Fidelity for a $22 Trillion Shift to Women

Nov 19, 2018

Fidelity’s third-generation leader opens up about cryptocurrencies, M&A and why her firm cut index fund fees to zero.

A Tale of Two Firms: LPL, Capital Forensics Address Data Breach

Nov 17, 2018

LPL has been swift, transparent and supportive with advisors and their clients affected by the recent data breach; Capital Forensics remains tight-lipped.

Phyllis Borzi, Fiduciary Rule Champion, Joins Board of Edelman Financial Engines

Nov 17, 2018

The former assistant secretary of Labor will serve on the board of the RIA.

Mercer Advisors Acquires $600 Million RIA, Its Third Deal in as Many Weeks

Nov 16, 2018

The Genstar Capital-backed firm now has 35 offices and manages approximately $14.5 billion.

Advisory Firms With the Most—and Least—Satisfied Clients

Nov 15, 2018

Overall customer satisfaction with financial advisors has dropped, according to the latest ACSI.

HighTower Taps Bob Oros to Replace Elliot Weissbluth

Nov 14, 2018

The former HD Vest executive will succeed Elliot Weissbluth, who recently stepped down from the top spot.

U.S. Bank Sues Former Exec Michael Cole, Accused of Stealing Trade Secrets, Employees

Nov 13, 2018

The judge denied a recent motion related to the civil case against Michael Cole, filed in the wake of his move to Cresset Family Office.