Economy

The company upped its recruiting package last year, a change that has been “very well received by prospective advisors,” according to the CEO.

The firm’s recruiting is also gaining steam, despite the ongoing impact to its bottom line from low interest rates.

The 20-advisor team left Advisor Group’s Securities America for the private equity-backed holding company’s independent subsidiary, Cadaret Grant.

The Swiss bank added a sprinkle of new US advisors for the first time in years, amid record quarterly profits and plans for global job cuts.

The RIA roll-up could make as many as a dozen deals in 2021 through the new source of capital, CEO Marty Bicknell says.

As the firm repelled a rare activist challenge, a potential private equity buyer has approached it, according to a news report.

Advisors who leave wirehouses face key tax considerations to become successful RIAs.

Peggy Ho built the rival firm’s government relations team, and she’s joining the new firm at a pivotal time in wealth management regulation.

Where do top brokers earn the most?

Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.