Industry

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

The team's three advisers all worked at the wirehouse for more than two decades.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.

The recruits switched over to the independent channel of the regional firm.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

Why advisers shouldn't leave this aspect of planning on the back burner.

Why advisers shouldn't leave this aspect of planning on the back burner.

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.

The new recruit previously worked at U.S. Capital Advisors, an independent wealth management firm.