By nearly every measure, nothing has improved under the CEO.

Douglas Dubiel, a former Merrill advisor, will build out Rockefeller’s West Palm Beach, Fla. office.

FlexGen firms reported a 24 percent increase in AUM for 2017 compared to their peers who saw a 14 percent increase.

About 1.2 million square feet (111,000 square meters) of office space will get an overhaul in the next 15 months to put technology experts closer to brokers, traders and bankers.

The group’s new president-elect, a millennial, discusses the FPA’s stance on state regulation, his plans in the new role and the perspective of young planners.

The fast-growing wealth manager just topped $3 billion in AUM after 1 year, started catering to high-net-worth families and hired a number of high-profile industry veterans.

The founder of the $22 billion Edelman Financial Services will also be an advisor to the firm.