Ameriprise

LPL Financial, Cetera Financial Group, Raymond James, Ameriprise and other industry giants drove a much bigger volume of transitions this year.

Despite falling stock and bond values last year, firms operating in the channel collectively boosted their business. These are the biggest companies among them.

After a quarter in which the institution helped the firm reap a record profit margin, the company followed rival Edward Jones in withdrawing its application.

J.D. Power's latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm's annual poll.

Happy State Bank's move after Centennial Bank's acquisition of the firm highlights frenzied action in a large but still relatively nascent channel of the industry.

Morgan Stanley supplanted JPMorgan Chase atop the rankings of the biggest compensation for head executives across wealth management.

The firm also sees additional recruiting opportunities at banks and other financial institutions after attracting Comerica Bank's wealth program last month.

Only Charles Schwab out of a dozen major wealth management firms answered a series of questions about their clients' increasingly important liquid assets.

Millennial investors across wealth segments are beginning to work with advisors at a much earlier age than prior generations did, a new Ameriprise study shows. Here's why, and what advisors can do about it.

Every score fell as investors gave wealth management firms ugly grades in a time of slumping stocks and bonds and fears of a recession.