Career moves

Columbia Wealth Advisors consists of roughly 50 advisors and other professionals affiliated with a large regional bank.

The nine-person team specializes in working with ultrahigh net worth clients, including private equity partners and company executives.

The leaders of the group specializing in serving high net worth families were seeking to run their business entirely on a fiduciary basis.

The combined organizations will represent roughly 20,000 financial professionals.

LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.

The Wall Street giant is seeking to enforce contract clauses meant to keep former employees from working for rival firms or reaching out to clients for six months.

The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.

Industry recruiters say offers of shares in advisory firms are hard to value.

FINRA booted Scott Reed from the industry after he went outside his firm to raise money for a software and web development firm.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.