Despite tangible evidence dispelling that it's hard to find Black talent, the financial services have yet to crack the code when it comes to building a representational workforce. But is it a sufficient solution on its own?

CEO John Ettelson's comments differ from those of executives at some major banks.

In order to avoid treating DEI as a fad, #DoingTheWork in wealth management ought to start with these critical steps, financial advisor Lazetta Braxton writes.

The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.

The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.

Some cash-strapped clients with high medical costs could really benefit from making this move.

Firms' legal brawls with departing advisors don’t exactly enhance their stature among clients. But there's reason to think this may become a thing of the past, writes recruiter Mark Elzweig.

Jane Fraser, President of Citigroup and CEO of Global Consumer Bank, shares her thoughts on becoming the firm’s next CEO, expresses her gratitude for the outpouring of support she’s received, and pays homage to all the women who have paved the path before her.

Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.

Renewed recruiting efforts and pumped-up tech are boosting headcount and fee-based assets.

At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.

The additions are expected to include financial advisors and customer service agents, and represent a 15% increase in associates who focus on clients.

The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.

The agency began digging into the massive tax law addressing issues that needed immediate clarification.

The wirehouse plucked the trio from Wells Fargo

The regional BD picked off teams from Merrill Lynch, UBS and Raymond James in a (mostly) September sweep.

The company plans to expand services to the high-net-worth by doubling the number of its advisors, its wealth management head says.

The industry has long talked about embracing digital technology — but the time for talk may be over.

The multigenerational group includes a grandfather, father and son.