Business development

Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.

A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.

Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.

The reorganization includes the addition of five managers to focus on business goals and client engagement.

Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

Michele Dillon, a 30-year veteran of wealth management, started in April

The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.

The two announcements hours apart came after at least 33 firms with $1 billion or more in client assets changed hands in the first quarter.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.