Industry

It’s the biggest advisor move of the year.

Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.

Three of the four new hires have more than 20 years of industry experience.

Experts caution advisors to take document requests seriously. Also, it doesn't hurt to set a collaborative tone at the very beginning.

The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.

The aggregator buys two RIAs with a combined AUM of over $800 million.

The new hires join from rivals Merrill Lynch, Hilliard Lyons, Charles Schwab and Wells Fargo.

Errors are regrettably common. They are also easily avoidable.

The firm’s new recruits include a 31-year Merrill Lynch veteran.

Dan Arnold received $7.1 million in 2018, far below the longer-tenured chiefs of rival firms Ameriprise and Raymond James.