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Raymond James and Merrill also announce recruiting deals, while LPL hires a head of cybersecurity from PayPal.

The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.

After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.

All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."

Charles Nerko is team leader for data security litigation at Barclay Damon.

Jennifer des Groseilliers is CEO of The Mather Group, cultivating a collaborative culture through inclusive and supportive leadership.

Previously, she served as CEO of MassMutual Illinois and, following that firm's merger with WestPoint Financial Group, assumed the role of partner and chief experience officer, leading various departments including investments, compliance, practice development and financial planning. Previously, des Groseilliers was managing partner at MetLife's Premier Client Group, leading an advisor force of over 160 financial advisors.

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

As the IRS scrutinizes large partnerships, they have new ways to report and correct errors in their returns.

Even though Citizens lost its bid to acquire First Republic in 2023, it has recruited frequently from the now-defunct regional bank.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.