Career advancement

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.

Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.

Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications presents tough choices for current and aspiring professionals.

Also this week, Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay bump.

Citi's proxy statement praises its head of wealth for bringing in net new assets and talent.

Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves this week.

Organizations that work toward boosting industry diversity say President Trump and other critics may be missing the moral and business implications of their efforts.

Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.

Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.

In a warning alarm about the industry's staffing needs, McKinsey predicted there will soon be a massive shortage of advisors to meet client demand.