Financial institutions

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.

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

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.

Both recruits have more than two decades of experience.

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.

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

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.

The new recruits joined from Merrill Lynch and Morgan Stanley.

The regional firm's new hires generated $2.2 million in annual revenues, according to RBC.

Former Department of Labor officials allege systemic breakdown of whistleblower protection; two also handled Wells Fargo cases that went nowhere.

The new recruit generated $1 million in annual revenue.

Further shifts in broker pay could be possible as the industry moves to comply with the fiduciary rule and the Department of Labor issues new guidance.

The advisers are the first to obtain startup capital from the firm.