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Most Emailed Stories »

Dave Welling will now get his crack at giving Advent Axys a clear way forward.
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SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond

Katie Henderson: We really do believe that the need for advice is growing. This is something retail clients have been asking for as they get close to the pre-retiree phase.
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Vanguard's white-hot 'hybrid robo' just added $4 billion in three months -- a heat that may cast a chill on 'pure' robos

Steve Prostano says he will hire a big team as a first order of business.
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BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US

Raymond 'Rocky' Daigle: I am able to read 401(k) plan documents and talk to a plan administrator and know what I mean.
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A $350-million-AUM team of ex-lawyers-turned-advisors lands at Commonwealth after stops at Edward Jones and LPL

Terri Kallsen: We need more feet on the street.
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Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion


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