The giant hybrid registered investment advisor Wealth Enhancement Group, with $72 billion in client assets, last month revised its fee structure, increasing the high end the firm may charge clients ...

If you’re looking to gain insight from your client base on a particular issue—satisfaction with your services or maybe tips on getting their referrals—there are several ways to go about it. You can ...

Merrill Lynch is giving increased attention to its growing base of uber-rich clients. The bank’s wealth business, Merrill Wealth Management, has launched an advisory group that will team up with ...

During the years assistant managing editor Maddy Perkins has been writing about wealth management, she’s frequently heard advisors refer to women clients as a “niche” market. Given that slightly more ...

Integrated communications company, the Brave Group has been listed as one of the top three agencies in the Client Satisfaction category in the latest Scopen Agency Scope Survey. Monica Gomes This ...