
Sarah Martinson
ReporterSarah Martinson is a reporter for Financial Planning.

Sarah Martinson is a reporter for Financial Planning.
The group joined an existing independent practice affiliated with LPL.
Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.
The new tool is aimed at lowering costs for investors.
The team includes identical twin brothers and an industry veteran of nearly 30 years.
The regional firm continues to snatch multi-million dollar teams from the wirehouses.
The group says it wanted to offer clients greater transparency.
The new hires help the firm further expand its presence in the Southeast, an executive says.
The wirehouse pullback on recruiting is seen as an opportunity for regional firms, a recruiter says.
They left to have more freedom in how they work with their clients, one of the new hires says.
Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.
Automate mundane tasks to concentrate on the personalized service that a client values the most, industry experts say.
Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.
The new hires joined Merrill from Morgan Stanley.
Veteran advisers with $437M in AUM 'set out to find something different.'
The firm's newest broker generated $1 million in annual revenue while at Baird, an RBC spokeswoman said.
The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.
While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.
The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.
The two advisers generated $7 million in annual revenue, according to their new employer.
The wirehouse's latest hire has 21 years of industry experience.