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Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.

Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.

Gorman said Tuesday he would like to teach at a university and help CEOs turn around their businesses, among other plans.

Despite recruiting efforts, firms have struggled to bring in new blood, making retention more important than ever.

Ford shares how he rose from cold-calling as a broker to becoming head of wealth at one of the country's biggest banks, and what's next for his team.

Only one state — Minnesota — has so far adopted the new policy.

Some think the firm needs to become better known if it's to reach its growth goals.

The board's succession committee said the big bonuses were paid out in "the best interests of the company."

In rare move, passed-up Saperstein to stay on as head of wealth and asset management.

Saperstein, the president of the big bank's star wealth unit, to be head of wealth and investment management.

Columbia Wealth Advisors consists of roughly 50 advisors and other professionals affiliated with a large regional bank.

The nine-person team specializes in working with ultrahigh net worth clients, including private equity partners and company executives.

The leaders of the group specializing in serving high net worth families were seeking to run their business entirely on a fiduciary basis.

The combined organizations will represent roughly 20,000 financial professionals.

LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.

The Wall Street giant is seeking to enforce contract clauses meant to keep former employees from working for rival firms or reaching out to clients for six months.

The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.

Industry recruiters say offers of shares in advisory firms are hard to value.

FINRA booted Scott Reed from the industry after he went outside his firm to raise money for a software and web development firm.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.