Career planning

Advisors have been ditching some of the larger firms for greater latitude.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.

Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.

The firm has been driving its expansion, pulling in talent from its competition.

The pair was drawn to the firm’s “similarly aligned” culture.

Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.

The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

Steps advisors need to take now, whether you’re thinking of making a move or not.