As broker-dealers consolidate, more client assets are getting concentrated in fewer institutions, an agency report says.

While global financial wealth hit an all-time high of US$305 trillion in 2024, growing over 8%, the underlying dynamics of ...

Diana Britton is the Executive Editor of WealthManagement.com, covering independent broker/dealers and RIAs from all angles. She's also the host of The Healthy Advisor, a podcast focused on advisor ...

Want to invest ethically but don't know where to start? These robo-advisors can build a socially responsible investment portfolio for you for no extra fee.

The leader of $340 billion-asset Osaic explains how the wealth management giant is positioning for the future.

Join Cetera Wealth Management President, Todd Mackay, for an inside look at what it takes to provide advisors with faster ...

Jamie Price of Osaic says attrition at his firm was below expectations during its recent internal consolidation of nine ...

Cetera President Todd Mackay has penned a second open letter pressing the case to Commonwealth advisors as to why his firm would make the best home for those seeking to make a move.

Barron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based ...

As more financial advisors have moved in the last 30 years from wirehouses or banks to independent broker-dealers or RIAs, the need for firms to oversee their outside work only increases. And in ...