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The firm promoted two insiders: David Sliney and Jim Marischen.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

The senior executives joined their former chief at Cresset Capital Management’s newly formed multifamily office.

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

A younger cadre of managers led by new President Jonathan Gray is moving up.

The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.

One of the firm's two new executives is a wirehouse veteran who started her career at Merrill Lynch in 1990.

Already an aggressive recruiter, the firm upped its advisor head count by 115 during the recent quarter.

The new executive will lead the development of the private bank’s philanthropy and family governance services.

Stifel is expanding on the West Coast, hiring 13 recruits in California year-to-date.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.

The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.

Wealth Enhancement Group would grow to nearly 70 advisors nationwide under its second major purchase of the year.

Banking scandals are playing only a small role in advisor attrition, the firm says.

Firms are doubling down on efforts to boost the ranks of women advisors.

The regional broker-dealer has stepped up its expansion this year.

John and Cary Kortze opened Steward Partners' 16th branch office.

The regional firm has opened five new branches and hired at least 73 advisors year-to-date.

Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.

These mega brokers managed $18 billion in assets at their previous firms.