Rick Rummage

Which wirehouse offers advisors the most freedom? Which offers the least? And when should advisors shun the channel and break away? Rick Rummage elaborates on the issues discussed at our Recruiters Roundtable.

Fourth-quarter profits ticked up a modest 1% year-over-year to $659 million even as number of advisors dropped 2%.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Firms can add clients and improve eventual purchase prices by planning for the future.

Unexpected health emergencies make succession planning much more than a retirement issue.