Industry

Tom Walrond, senior vice president and division director, will replace Tash Elwyn as president of Raymond James & Associates, among other senior leadership changes.

As RIAs continue to consolidate, the industry will soon see a $1 trillion AUM firm emerge, Clark predicted at Schwab’s Institutional Investor Day.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Nearly a third of them are still providing financial support to adult-age children and extended family members.

Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.

Ranging from whiskey to venture capital funds, the Alto Marketplace focuses on “true alternative assets” with long-term holds.

A new report from J.P. Morgan Asset Management examines how different ratios of public to private real estate holdings affect returns and volatility.

After 17 years with Merrill, Oklahoma City-based advisors Alain Verhille and James S. Wood are launching Auctus Legacy Private Wealth Management under LPL's employee model for high-net-worth-focused advisors.

The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.