Dimensional Fund Advisors has the strongest loyalty among fee-based advisors, a $1.3 million producer returns to Alex. Brown and millennials are open to 401(k) mandates.

It’s all about relationships and trust.

'Intuitive Investor' works with Wells Fargo's online banking services and also gives users access to the Wall Street bank's market research and financial advisers.

The team, which has over $3.3 million in annual production, joins from Morgan Stanley.

A team of swindlers costs victims millions, SEC takes on fraud, group drops Cetera for Raymond James.

Securities class action settlements set a record in 2016, Ron Paul was named Goldco's chief ambassador, and Mike Piazza (no, not that Mike Piazza) leaves Merrill Lynch for Raymond James.

S&P updates market cap guidelines, bumping Raymond James into the S&P 500, American household wealth hits record high and David High becomes BNY Mellon's senior wealth director in Philadelphia.

Lack of face time between his clients and specialists was a main reason for the move.

Todd Sherman, senior vice president, investments and managing director, will lead the SSG Executive Advisory Group of Raymond James.