Industry

The firm scores another recruiting win, this time near its headquarters in Philadelphia.

Independent and regional firms have been maintaining strong appeal with new recruits.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

David Safarian is the latest wirehouse advisor to join the regional broker-dealer.

Advisors are offered new automated tools to help clients manage a life after work.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.