Merrill Lynch

Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.

The free lunches are over. Sort of.

The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.

The group includes an advisor who started his career at Merrill in 1977.

The new recruits include a 34-year industry veteran.

The new information sheds light on how an industry leader is grappling with one of the profession’s most pressing issues.

The new additions oversaw more than $275 million at their former employers.

Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.

Do RIAs still have a clear advantage when it comes to modern planning software?

“I wanted to be able to walk in the door and only be able to answer to one constituency: my clients,” advisor Andy Ferguson says.