Advisor Channels

The Salvino family has launched Performance Wealth, a registered investment advisor with $2.2 billion in client assets.

Wells Fargo's advisor head count was down 6% year over year, while average advisor productivity crossed $1 million.

The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth.

Thrivent also promoted Luke Winskowski, current head of Thrivent Advisor Network, to lead the group's new advice and wealth management division.

After 15 years with Wells Fargo, the team, led by Lawrence and Lloyd Glazer and Steven Dimitriou, has started its own RIA.

Two Seattle-area registered investment advisors come together under the Laird Norton name.

With Ex-Cetera CEO Larry Roth on board, Kingswood Holdings raises $115 million as the first 'blank check' company intent on acquiring U.S. wealth management and advisory firms.