Brian Truscott oversaw more than $330 million in client assets.

The firm also added a new unit to accommodate its dramatic advisor growth — from one to 140 in seven years.

Efforts to diversify boardrooms have taken on new urgency this year as racial unrest called attention to income inequality and pressure mounted on banks and other publicly traded companies to do something about it.

The new hires generated approximately $5 million in production before making the move.

Foresight is key — today's “overqualified” hire could be tomorrow's "capable choice for a promotion."

The flow of assets and capital in manager selection, municipal bonds and business and mortgage capital reveals forms of systemic racism that often get overlooked.

The wirehouse is also tweaking pay related to cash solutions for clients.

The Boston-based boutique oversees the assets of roughly 140 full- service clients and 800 individual households.

The custodian is upping the number of scholarships set aside for women and people of color.

In two recent moves, the firm promoted one of its own to regional director and lured another back from AllianceBernstein.