RIAs

A new Schwab Advisor Survey found AI is largely being used in back-office functions rather than consumer-facing, as adoption slowly takes hold.

The 17-person Canell Group joins Wells Fargo's offices in New York.

Along with the big recruiting deals, Dynasty and Gries Financial Partners shook things up at the executive level.

Whether boutique, midsize, regional or national, each RIA asset level requires distinct strategies and significant sacrifices.

LPL, JPMorgan and Bank of America Private Bank were also among the recruiting winners this week.

An industry recruiter sees RBC Wealth Management's appeal as lying in its international presence and clean reputation.

Leaders from Envestnet, J.P. Morgan Asset Management and Dimensional Fund Advisors discuss how technology has made it both easier and yet more challenging for advisors to manage portfolios on their own.

In a highly competitive landscape for tech developers, financial advisor firms often fall short compared to mega tech players and startups. But there are ways to attract top tech talent, advisors and consultants say.

UBS, Morgan Stanley, Ameriprise, Bank of America and Cetera were all on the losing end of some of the biggest recruiting deals this week.

The groups managing hundreds of millions are coming over from Merrill, Northwestern Mutual and Wells Fargo.