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For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

The regional BD adds two teams with $373 million in assets.

This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.

In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.

The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.

"High-achieving" advisors on social media can increase assets by 10%.

The company hopes to recruit new advisors by taking a version of its home office tour on the road.

The slowing is part of an overall industry slowdown that experts don’t think will last.

As smaller firms flourish, a less sophisticated approach may become more attractive.