Economy

The executive suite transition has been years in the making.

Black employees at the firm say lucrative client accounts were often steered toward financial advisers who weren’t black.

On Wall Street's editors have compiled the raw data behind the latest annual ranking. Here's their take on what to expect before the unveiling of this newest group of elite, young advisers.

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

One of the recruits has more than two decades of experience.

The group is led by a veteran adviser who started her career in the late 1980s.

The recruit leaves a team led by a past On Wall Street Top 40 Under 40 adviser.

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

The new recruits previously generated $1.5 million in annual revenue at UBS, according to the regional brokerage firm.

Planners share what they've been sending clients, colleagues and peers.

RIAs are finding that the biggest competition for clients is right in their own backyard.

Who is poised to buy next year?

Both recruits have more than two decades of experience.

The biggest advisers to go it alone this year managed over $13 billion in client assets.

The bank hired its first chief investment officer seven months after recruiting the former leader of a family office to a new post as national head of investments.

The new hires opened two offices for the regional BD.

The fast-growing firm has recruited 25 advisers this year, and is affiliated with Raymond James.

The wirehouse will leave its core pay grid untouched for 2017.

Collectively, this year’s mega movers managed more than $23 billion in client assets.

The group of industry veterans had $1.7 million in annual production, according to the regional BD.