Industry

Clients expect their emails and texts to be responded to nearly instantly, says Earl Jefferson, founder of Texas-based advisory 7th Harvest Investments.

Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year.

Nascent partnership at largest female-run IBD ends as Erica McGinnis leaves top spot. Expect more heads to roll, one expert says.

See which independent broker-dealers have the highest revenue.

A variety of clients may find it wiser to hold back.

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

The seven recruits made the move from three wirehouses, Raymond James and Stifel.

The first installment of Financial Planning's listing of degree programs for prospective planners.

Hiring is one of the toughest challenges firms face. Are college graduates from four-year programs the answer?

The leading IBD cut a top consulting division that catered to its largest firms and set up potential conflict between groups of advisers: those in and out of OSJs.