Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know

In a sign of long term changes and pivotal questions for the industry, the difference between the amount of fees and commissions in the sector has nearly doubled.

Over the past 15 years, Black participation in the industry has stalled at a mere 8% — a figure that typically dwindles heading up the leadership ranks.

Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.

Investment advice firms netted hundreds of millions of dollars. Here’s where they’re based, what lenders they turned to, and more.

The move would potentially set a bleak precedent for an industry that’s been resisting mass layoffs as the coronavirus pandemic worsens.

One recruit left an IBD to join the wirehouse.

They left Merrill Lynch and Wells Fargo to join their new firm.

The bank’s home city of Toronto boasts a population that is more than 50% foreign-born, but there is little diversity in the upper echelons of its financial firms.

The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.

Opening up about your personal circumstances forms a bond that can only benefit your planning practice.

The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.

Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.

Almost half of employers are already opening up their offices again — but some challenges lie ahead.

Amy Cooper, who was fired from her job as head of insurance investment, could face up to one year in jail, three years of probation or a $1,000 fine.

Some advisors have questioned the ethics of taking the loans, intended to help small businesses keep their employees on payroll.

The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.

Those who don’t pay them back could lose up to 45% of their potential savings.

This year’s survey results reveal challenges for independent broker-dealers and their future growth.

This interactive tool provides the full collection of data from Financial Planning's 35th annual study of the largest firms in the space.