The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.

New hires come at a moment of heightened competition for talent industrywide.

Recruiting and retention of talent looms large for Advisor Group after it rolled up three firms in the wake of a massive acquisition.

Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.

The team caters to wealthy clients and athletes, and specializes in private placement life insurance.

The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.

The new hires include industry veterans and they join a growing branch in Dallas.

Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.

Experts have identified a dozen credits, deductions and more as worth particular attention this year.

Net interest income, the firm’s biggest source of revenue, sank 16% last year.

The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.

A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.

The new recruits build on the 43 advisors Janney added last year.

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.

Tax professionals are starting to hear questions from their clients ahead of the official start of tax season about a variety of issues related to COVID-19.

One of the largest wealth managers aims to attract more teams out of the crop of nearly 7,000 advisors leaving employee-channel firms each year.

The firm pivoted away from an aggressive hiring strategy in 2016 and has seen a substantial drop in costs associated with picking up experienced talent.