M Securities named Brian Bristow vice president of Resources. Bristow will be responsible for supporting the business of member firms affiliated with M Securities by overseeing relationship management, due diligence, and transitions...

When times are good, it's easy for everyone to work well together. But when money gets tight? During the lengthy recessions of the early 1980s and mid-1970s, tensions sometimes developed between two camps: wealth advisors and fundraisers...

Whatever happens to the value of real estate in coming years, one thing is certain: It has become and will remain a large, important part of wealthy clients' portfolios. Even in bad times, real estate has the potential for growth and income...

In 1975, Charlie Ellis, a consultant to institutional investors, famously observed that investing was a loser's game. Like amateur tennis, he wrote in the classic Winning the Loser's Game, investing is an activity in which the victor often...

Are small producers an endangered species? During the bull market, a broker with $250,000 in production was treated with a benign indifference, if not outright encouragement. Even as the bear market gripped the industry, firms were willing to keep...