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.

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.