Content classifications

The firm is adjusting to more investors opting for low-cost funds over active management.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The latest hires join the regional firm from Wells Fargo and RBC.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.

The firm isn't the only one benefiting from a still strong breakaway movement.

His move is also something of a reunion, as Steward Partners CEO Jim Gold once served as his manager at Smith Barney.

Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'

The advisers once oversaw approximately $750 million in client assets, according to Barron's.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

Here's how to create a corporate culture that advisers and clients want to be associated with.

The new hires joined the regional firm from AllianceBernstein.

The new hires generated almost $2 million in annual revenue, according to the regional firm.

The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.

Which banks are advisers moving to? Six recently jumped to BNY Mellon, Union Bank, U.S. Bank and M&T Bank from myriad financial services firms. One made a lateral move within his bank.

The group joined an existing independent practice affiliated with LPL.

The regional brokerage firm recruited its second wirehouse group this week.

The team includes identical twin brothers and an industry veteran of nearly 30 years.

The group joined the regional broker-dealer from Morgan Stanley.

Demographics and competitive forces are destined to weaken the determination to avoid expensive recruiting packages.

The regional firm continues to snatch multi-million dollar teams from the wirehouses.