As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.

The team caters to athletes, entertainers, and entrepreneurs.

It’s enough to frustrate star traders, leaving them vulnerable to poaching by hedge funds willing to pay more.

They all spent over a decade at their former firm.

“I wanted to be able to walk in the door and only be able to answer to one constituency: my clients,” advisor Andy Ferguson says.

The advisor is asking a judge to reconsider the order, saying he wasn’t given a chance to defend himself against accusations of violating a non-solicitation agreement.

One of the largest professional designation and training schools launched a program to award free tuition to at least 25 students in the next year.

The hires hail from Morgan Stanley and Wells Fargo.

The new hires were previously at Merrill Lynch, UBS, and BB&T.

Institutions large and small are either creating new positions or elevating existing diversity heads to C-suite roles. Will the moves help banks improve equality within their ranks and better serve their communities?

With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.

Here’s what leaders around the world say must be done.

“We do not yet know when we’ll return to a more traditional operating model,” a spokeswoman said.

Because of potential tax and compliance implications, they must tell the company if they are working from a location other than their home address.

As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.

The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.

The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.

“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.

The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.

The St. Louis-based firm claims its rival “instructs incoming recruits to compile client information from their former firm” as a matter of course.