Nicholas Yeap

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.

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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.

Recent market and economic headwinds have dampened growth at all three firms, which have been striving to grow through recruiting and acquisition deals.

The firm's newest hire was an ex-Morgan Stanley complex manager.

The recruit made more than $1 million in production before making the move, according to the regional broker-dealer.

Earnings have been soft for the industry's biggest brokerages, but lending has helped bolster performance.

Planners are the single biggest influence on financial decision-making for UHNW clients and their family members, a recent industry study says.