Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

Despite losing more than 295 net advisors in the first three months of the year, the wirehouse had one of its best quarters in history in terms of revenue.

Advisor Kip Adams says access to the IBD’s trading platform and tools have “already improved how we open new accounts and manage our business.”

A net 236 brokers left the wirehouse in the three months ending in March, the company said in its latest quarterly report.

Financial advisor Jacqueline Campbel led a diversity program at her old firm and has ambitious expansion goals for her new one after 25 years in the industry.

Advisor Kristin Bartlow brings a team of four managing $195 million in client assets to Journey Strategic Wealth.

In the real world and increasingly online, Black financial enthusiasts are pushing their followers to take bolder steps to create wealth.

The quartet of advisors picked the nation’s largest IBD out of the increasing number of suitors available to ex-employee practices.

More than 100 business leaders joined an hour-long Zoom call to discuss new restrictions in Georgia, Texas and other states.

An analysis of the core components of compensation at wirehouses, regional and national BDs.