Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.

Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.

Affiliated Advisors aims to recruit, retain and advance wealth management professionals with resources aimed at three different career stages.

Up from $26 million in 2023, Jane Fraser's compensation last year saw the largest increase so far among heads of big U.S. banks.

Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.

Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.

The RIA aggregators Prime Capital and Corient also made their marks with big acquisitions.

Following a 47% increase in earnings, Ted Pick is credited for his firm's "outstanding performance" in his first year at the helm.

Large banks are starting to disclose the compensation they awarded to their CEOs last year. Early signs point to a bounceback after CEO pay fell in 2023.

The next CEO of Raymond James talks about how private equity ownership has made for some difficult marriages in wealth management, while a Morgan Stanley exec says asset outflows were unusually high last year.