News

BTG, which oversees $50 billion in wealth assets, is considering moving to a bigger office in Miami, where its U.S. wealth-management unit is based.

Mercer Advisors, Dynasty Financial and Journey Strategic Wealth executives shared what RIAs should contemplate before selling their firms, either internally or externally.

Doug Flaherty helped many advisors on his team find new homes after Wells exited the international business.

During a recent Inside Wealth panel, advisor Rick Ferri argued that AUM-based advisors aren't incentivized to put clients first, while attorney Max Schatzow stressed advisor compensation for 'value' isn't easily quantified. Either way, advisors...

The team, which will run RBC’s new Lake Forest, Ill., branch, is the latest to jump ship at Merrill Lynch.

A new crop of programs at IBDs helps advisors find successors—keeping their clients, and assets, close to home.

'When we come into the finals, we’re not the highest, but we’re in the ballpark,' said CEO Paul Reilly, of the firm’s higher transition packages.