Professional development

Advisors suggested emphasizing that investment management and financial planning work hand in hand.

The 17-person Canell Group joins Wells Fargo's offices in New York.

Along with the big recruiting deals, Dynasty and Gries Financial Partners shook things up at the executive level.

The president of Integrated Partners reflects on how working through a misstep led to a life lesson — one that built a foundation for a solid career.

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.

These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.

Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.

Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.

LPL, JPMorgan and Bank of America Private Bank were also among the recruiting winners this week.

Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.