Sarah Martinson

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.