Nicholas Yeap

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

Net revenues fell 2% in the second quarter compared to a year ago, according to the firm.

The second installment of book recommendations from industry experts that advisers should not miss.

The recruit spent two years researching the move before deciding to leave the wirehouse.

Books that help advisers self-improve and build their practices.

Advisers join the regional broker-dealer from Wells Fargo and Charles Schwab.

The largest recruits managed more than $17 billion in client assets.

The largest teams to go indie this year managed more than $5 billion in client assets.

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.

Key issues to consider when strategizing clients' future financial health.

To attract new clients—and keep current ones — planners need to step up their game. Here’s how new digital tools can help.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.

The recruits made the move between wirehouses with two client associates.

The recruit generated $1.7 million in annual production before making the move.

The recruits generated $1.8 million in annual production before making the move.