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This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.
June 4 -
Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.
June 4 -
Wells Fargo’s advisor headcount continues to fall in the second quarter.
June 1 -
The New Jersey bank moved its investment services program after an 11-year relationship with Cetera.
May 31 -
Most of the new hires came from Wells Fargo, which has suffered from advisor attrition over the past year.
May 30 -
The regional firm's latest hires include several veteran financial advisors.
May 29 -
By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.
May 29 -
Wealth management allows veterans the chance to help each other in a meaningful way.
May 25 -
Chris Fils was once one of the wirehouse's youngest branch managers.
May 9 -
Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.
May 7 -
Headcount has dropped four out of the last five quarters as numerous scandals have hit the bank.
May 4 -
Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 3 -
It's been a tough year for bank wealth management, but these bosses kept their advisors on track and boosted business along the way.
May 2 -
Here we present the program managers who topped the list in each metric used to determine the main Top 25 ranking.
May 2 -
"Being a program manager allows me the opportunity to be the player/coach and the time to help others get better at what they do,” says Pinnacle Bank's Gary Collier.
May 2 -
Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.
May 2 -
Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.
May 2
Stathis Partners -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 1 -
The firm also reported record revenue and pre-tax income for the recent quarter.
April 27
















