Ann Marsh

“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

“It’s going to flip everything on its head,” says one XY Planning Network advisor.

Candidates will be allowed “two tissues” while testing at home and are advised to have bed linen handy.

“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”

The board is “decisively moving away” from allowing advisors to self-disclose, CEO Kevin Keller says.

After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.

The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.

“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.

Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents

An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.

The change is one of several made to the board’s disciplinary reporting process following a report by an independent task force that found “systemic, long-standing, governance-level weaknesses.”

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.

One defecting advisor says she was lured by better technology and because at her new employer, “It’s about the people and not just the numbers.”

“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.

“I’d say independence is resonating with advisors now more than ever,” says recruiter Jodie Papike.

The firm has recruited at least 22 advisors this year who managed $3.3 billion in client assets.

“This virtual program will fill a major a hole left by internship cancellations,” says FPA President Martin Seay.