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UBS is growing its advisor headcount in the U.S., but it lost four advisors today and five last week to rival firms. The Wells team is a breakaway half from a powerhouse UHNW group that split in the move.

Credit Suisse Group executive Yves-Alain Sommerhalder is leaving, adding to top-level departures as the firm seeks to get back on its feet amid a massive restructure.

Private Advisor Group is going through a CEO succession, while $2.5B firm CCR secured financing from the parent of its longtime brokerage.

The San Francisco bank announced the hiring of a nine-member team led by Merrill Lynch veterans Harold Reinstein and Michael Nelson. First Republic reported 26.4% growth in wealth management revenue during the second quarter.

Wirehouses lost the most talent as independents and regionals gained in the first half of the year.

The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

Members of the influential fee-only planners group paid tribute to the growth and professionalism during their outgoing chief's tenure.

Since 2021, JPMorgan has hired at least a dozen private-banking executives from rivals and is targeting double-digit percentage growth.

A career path in financial services doesn't have to be linear, says Walmart's Julia Unger.

The hiring strategy underpins a plan to boost assets in the wealth management operation to $1 trillion.

The latest on advisors moves, executive appointments and other M&A activity this week in wealth management.

Our annual analysis of core compensation components at wirehouses, regional and national BDs.

The largest brokerages are looking to stabilize and simplify as the desire to avoid “rocking the boat” increases.

The former JPMorgan Chase executive will will replace Jim Hays, who is retiring.

JPMorgan has hired at least a dozen private-banking execs in the past year to expand the firm’s global operations for the world’s ultrarich.

A roundup of advisors on the move, executive appointments and other M&A activity this week in wealth management.

Wirehouse breakaways, RIA acquisitions, career moves and more this week in wealth management.

Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.

See which firms, advisors and executives made moves this week in wealth management.

Kestra grabs an RIA, LPL takes on advisors from Stifel and Morgan Stanley, record M&A transactions, and more.