Updated Thursday, January 29, 2015 as of 7:25 AM ET


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The claim represents more than half the awards handed out by the regulator against advisors so far this month.  More »
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager.  read more »
Family offices will face increasing challenges, according to Deloitte's 2015 Private Wealth Outlook, but financial advisors can help, says Julia Cloud, the firm's national managing partner for private wealth.
'Financial advisors' insights are critical in helping the family offices evaluate and execute their next steps,' says Julia Cloud, national managing partner, private wealth, for Deloitte.  read more »
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Raymond James Rides Recruitment Wave
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