The UHNW unit signed advisors managing a combined $3.7 billion this year and committed to maintaining a physical presence in its New York headquarters.

LPL Financial and indie rivals like Raymond James, Wells Fargo FiNet and Kestra Financial completed at least 17 recruiting grabs of $800 million or more this year.

Like its largest rivals, the wirehouse kept grids at par after a tumultuous 2020.

The firm has about 200,000 staffers doing their jobs from home, a spokesman said.

It’s the second-biggest hire of the year for the wirehouse.

The firm’s four new additions came from two wirehouses.

It’s one of the largest teams to quit a wirehouse this year.

After a volatile year, advisors get a reprieve when it comes to payout changes.

It won’t just change the composition of corporate board rooms. It may change conversations with clients too.

Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

The OSJ scooped up teams from Edward Jones, Wells Fargo Advisors and Wedbush Securities.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

The firm has added 42 advisors this year with a combined $3.8 billion in AUM.

Alterations include higher hurdles for cash pay, a grid stretch for deferred compensation and new bonuses.

An employee who left in 2018 said she experienced a barrage of racial and sexual antagonism while at the firm, such that “it is not possible to list all of the comments and conduct in one document."

Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

The Buffalo, New York location is the independent firm’s 12th nationwide.

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.