Advisor Pay: What to Watch for Next
Management is pushing advisors new directions, implementing more behavioral bonuses and restricting payouts on small household accounts.
More in Career Moves
The wirehouse landed five recruits from Stifel, Morgan Stanley and RBC. more »
Raymond James added a Wells Fargo advisor who managed $175 million in client assets. more »
The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services. more »
Long, who oversaw 400 advisors at Wedbush, parted ways with the firm earlier this month. more »
Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest. more »
Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009. more »
John Lipari and Richard Ribek say they chose Raymond James' "client-first culture." more »
Jonathan Pruzan is expected to replace Ruth Porat as CFO next month, five years after succeeding her at an investment banking unit that serves other banks. more »
Two wirehouse advisors generating almost $1.7 million jumped to Steward Partners, an independent firm affiliated with Raymond James Financial Services. more »
"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley. more »
Two complex directors moved up the ranks at the wirehouse. more »
The recruit generated $614,000 in production at his former job. more »
LPL's "lagging earning results" led the company's compensation committee to cut Mark Casady's bonus by 40%. But Casady also got $6 million in stock options. more »
Women & Wealth: The Invisible Opportunity
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