Industry

The firm’s aggressive hiring streak continues with the onboarding of several wirehouse advisors.

Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.

Two former FINRA employees are joining the fast-growing brokerage app.

The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.

The government called the companies’ decision to halt their combination “a victory for American consumers and small businesses.”

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

The group leader, advisor Lars Olson, had been with the wirehouse since 1994.

The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”

The firm is the latest in a line of big money managers making a late entry into the $5.6 trillion ETF market.

Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.