Raymond James Financial

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.

Which banks are advisers moving to? 12 recently jumped to Associated Bank, BNY Mellon, Pinnacle Bank and U.S. Bank from myriad financial institutions.

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.

The new recruits joined the regional firm's employee channel.

One of the new recruits was previously affiliated with Raymond James as an independent adviser for about a decade.

The planner, who oversaw $132 million in client assets while at the wirehouse, is starting out on his own with help from Raymond James, the firm said.

Alexander Assaf will oversee financial advisers and their teams for the credit union's Addison Avenue Investment Services division throughout Idaho, Oregon and Washington.

The recruit also previously worked for Morgan Stanley, Merrill Lynch and RBC.

See which independent broker-dealers are managing the biggest asset base for client accounts.

Plus, Wells Fargo hires a $700M team from J.P. Morgan Private Bank and helps a $587M Morgan Stanley team go independent.

How a close relationship with his planners has made Edward Sudzina one of the industry's top leaders.

"The key to success in this deal was finding the right partner," says Haig Ariyan, president of the firm's new Alex. Brown division.

These independent broker-dealers generated the most revenue from commission-based accounts.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

See which independent broker-dealer boasts a compliance staff of more than 500, and which top firms have fewer than 100.

The veteran supervisor got his start at Merrill Lynch in the early 1980s.

How many women advisers work for the leading independent broker-dealers?

These 12 program managers from our ranking have logged a combined 375 years in the wealth management industry.

Profits and revenues are down for all but one of the brokerages.