The tax-focused wealth manager’s parent disclosed lower first-quarter earnings after an eventful period marked by a proxy fight and a reported acquisition offer.

As its advisor headcounts in the W-2 channel have stagnated, Raymond James Advisor Select added a major former UBS quartet.

The company has benefited from a market surge, new investors and an uptick in broker breakaways.

More growth is on the way: the No. 1 IBD has one more massive recruiting move and a $300M acquisition to complete.

The firm slimmed down its headcount slightly, even as it saw an uptick in advisor-related revenues from fees and asset management.

The company upped its recruiting package last year, a change that has been “very well received by prospective advisors,” according to the CEO.

The firm’s recruiting is also gaining steam, despite the ongoing impact to its bottom line from low interest rates.

The Swiss bank added a sprinkle of new US advisors for the first time in years, amid record quarterly profits and plans for global job cuts.

As the firm repelled a rare activist challenge, a potential private equity buyer has approached it, according to a news report.

Despite record growth in wealth management, an otherwise rosy earnings report was marred by $911 million loss related to Archegos Capital.

Despite losing more than 295 net advisors in the first three months of the year, the wirehouse had one of its best quarters in history in terms of revenue.

A net 236 brokers left the wirehouse in the three months ending in March, the company said in its latest quarterly report.

Ancora, which previously took on Bed Bath & Beyond and Big Lots, argues the company suffers from poor leadership.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

The private equity-backed firm’s deal could tack on some 900 advisors to its ranks.

As the No. 1 IBD rolls out M&A services to advisors this quarter and reels in record recruits, Dan Arnold says the firm is experimenting.

APIs, proprietary funds, customer service issues: executives explain what they’re planning as their company hits $6.7 trillion in client assets.

Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.

The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.

The increase comes as the recruiting market heats up.