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The expanding employee channel firm aims to support practice recruiting efforts and help usher in the next generation of advisors.

After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.

Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.

The reorganization includes the addition of five managers to focus on business goals and client engagement.

Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.

David DeVoe, founder and CEO of DeVoe and Company, says Mariner's acquisition of Allegiant is likely the beginning of its next phase of momentum with RIA transactions, following the investment of its new PE partner earlier this year.

Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

Michele Dillon, a 30-year veteran of wealth management, started in April

In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.