Industry

The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.

The new additions include an advisor with five decades of experience in the business, plus his two sons.

“We started with 40 people just marching, and it turned into 15,000," an advisor says.

From fruit baskets to operations, financial advisors can tap into a range of ideas in a time of remote work.

While small deals are likely, CEO James Gorman said he’d be reluctant to take on a large-scale acquisition

Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents

The newly independent advisor oversaw $92 million in client assets.

The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.

One team is among the top producers in their region, and the other spent more than two years assessing potential employers.

It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.