Content classifications

Advisors have been ditching some of the larger firms for greater latitude.

Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.

Tim Buckley has to navigate the perils of passive-investing dominance.

Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.

The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.

Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.

The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.

The firm has been driving its expansion, pulling in talent from its competition.

The pair was drawn to the firm’s “similarly aligned” culture.

Brian Lamb succeeds Mike Michael who was named to the post in May.

As technology reshapes the financial world, conditions should improve in wealth management.

The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.

Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.

H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.

The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.

LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.

Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.

The seven new hires joined both the independent and employee channels.