Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.

The robo advisor hopes transparency on employee demographics will encourage change.

The new additions oversaw more than $275 million at their former employers.

Increasing Black representation poses challenges that adding women may not: Most women elected to boards had professional connections with the white men who still dominate boardrooms.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

Focusing on “investment in leadership and access to markets,” the IBD aims to support reps and clients of diverse backgrounds, its head recruiter says.

The father-son practice with two other advisors switched their affiliations after its founder had spent 18 years with New York Life.

Recruiting is up in a year of unprecedented upheaval. What gives?

If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.

“How many minority-owned ETFs do you know?” an advisor asks.

The latest roundup of news in the IBD and RIA channels comes in a time of economic turmoil and big transactions.

The advisors staff the regional BD’s 17th office in Michigan, where it has been on a recruiting streak.

The executive shuffle at the company continues as Credit Suisse America’s Paula Dominick is hired to replace Mike Roemer as chief compliance officer. It also hired or promoted four line-of-business chief risk officers and an enterprise testing leader.

The hires might be short-lived as job-cut moratoria end in the third and fourth quarters.

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.