Lose the jargon, get more digital and tone down the retirement talk.

After its industry-leading headcount dipped slightly during the temporary ban, the wealth manager plans to offer more resources for incoming recruits.

The RIA completed seven transactions in the first quarter, along with starting a new international venture in partnership with the billionaire Hinduja family.

Of the 50 biggest metro areas in the U.S., these were the lowest ranked for advisor pay, a study shows.

The team managed $1.5 billion in client assets with Merrill Lynch, and they chose an RIA with ties to the wirehouse working in its favor.

The tax-focused wealth manager’s parent disclosed lower first-quarter earnings after an eventful period marked by a proxy fight and a reported acquisition offer.

People moves and deals at RBC, LPL, Baird, Dynasty, Beacon Pointe, Rockefeller Capital Management and other quick takes from this week in the financial advice industry.

The enterprise could reach more than 50 registered representatives in the next couple of months, depending on how many of them leave MassMutual.

As its advisor headcounts in the W-2 channel have stagnated, Raymond James Advisor Select added a major former UBS quartet.

The company has benefited from a market surge, new investors and an uptick in broker breakaways.