These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.

Planner Faiza Kedir became the first to use the new affiliation, as independent firms seek to boost their appeal across the industry's spectrum.

A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.

Meaningful progress on DEI initiatives has a real effect on the workforce. We examine the dynamics that drive this conclusion and what it means for companies.

LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.

Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.

During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.

At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.

Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.

The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.

Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.

The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.

Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.