The bank said wealth management should achieve a pre-tax margin of 26-28 percent this year, even as it continues to invest in the business.

Market conditions have set the stage, and a short list of consolidators have capitalized more than others.

The firm’s tweaks to it’s client-facing portal are meant to highlight when and how the advisor has added value to the relationship.

Clade connects wealthy investors, HighTower adds a team in New Mexico and deVere Group launches a cryptocurrency app.

The bank’s wealth management unit posted $18.6 billion in revenue, added 560 advisors over the course of 2017, and for now remains committed to the Broker Protocol.

The custodian released new details about its model portfolio marketplace, which has signed on over 1,000 RIAs so far.

The hidden costs of low-fee investments are a drag on retirement plans, WEX Health partners with DailyVest on HSAs and clients want a personal relationship with advisors.

Bill Miller attended Johns Hopkins as a philosophy graduate student for three years.

Tim Buckley, who took over as Vanguard CEO on Jan. 1, talks about market risks, avoiding complacency and expanding abroad.

The dispute could affect more than 100 cases currently at the SEC, along with a dozen that are on appeal in the federal courts.