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.

While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.

“We’ve said no layoffs for this year and we’ll stick by that,” Chief Executive Officer Brian Moynihan said Thursday.

The discrimination case revolves around allegations of disparate treatment in the firm’s agency distribution channels.

The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.

Charlie Scharf’s insensitive and factually incorrect remark perpetuates a damaging trope, financial advisor Lazetta Braxton writes.

A Korean-American entrepreneur claims James Hilbrant told her to “go back to Wuhan.”

More than 40% of Black and Hispanic adults say they have used money from a savings or retirement account to pay their bills since the outbreak began, a survey finds.