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Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

Market volatility and industry changes have had a chilling effect on advisers' career plans.

The largest teams to go indie this year managed more than $5 billion in client assets.

Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.

The regional firm also says it recruited a junior Merrill adviser overseeing $39 million in client assets.

Which banks are advisers moving to? Here are 15 who have switched recently to BNY Mellon, Northern Trust, U.S. Bank and Wilmington Trust from myriad financial institutions.

The team's managing director is a wirehouse veteran with close to 30 years of industry experience.

An ill-considered comment or a faux pas in the home stretch can wreck an adviser's plans to switch firms, writes coach and recruiter Elizabeth McCourt.

The firm's latest hires opened a new office for the regional broker-dealer.

Regulatory and industry changes are driving some advisers to rethink their business model, writes recruiter Mark Elzweig.

The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.

The executive will oversee the development and implementation of business strategies across the bank's wealth management units.

The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.

The brokerage firm promoted one of its own to replace a retiring senior vice president, while picking up two branch managers from rival firms.

Eleven executives were tapped this year to lead wealth management and related investment services groups at Key Private Bank, Regions Bank, U.S. Bank, Wells Fargo Private and Wilmington Trust. Find out who they are and what their new roles entail.

Sandra Pierce will assume her role once Huntington completes its acquisition of FirstMerit.

Some call it 'relentless,' but scouting for the best candidates has resulted in a better array of services from the industry's top firms, says leading recruiter Mark Elzweig.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

Three industry veterans – one with more than four decades of experience – oversaw more than $205 million in client assets, according to Raymond James.

The wirehouse's latest hires will support client development and strengthen product delivery, according to Morgan Stanley.