Recruiting

The advisors are based in Florida, while the new executive will oversee the New York tri-state area.

Over the past 15 years, Black participation in the industry has stalled at a mere 8% — a figure that typically dwindles heading up the leadership ranks.

Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.

One recruit left an IBD to join the wirehouse.

They left Merrill Lynch and Wells Fargo to join their new firm.

The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.

The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.

Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.

This interactive tool provides the full collection of data from Financial Planning's 35th annual study of the largest firms in the space.

The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.

They join a growing St. Louis branch that RBC opened in 2018.

Billion-dollar teams are voting with their feet. Here’s where they are going.

The advisors defected from rivals UBS and Merrill Lynch.

After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.

In both moves, fathers brought their children to work as colleagues.

LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.

The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.

Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.

The 30-year industry vet launched a firm on the Dynasty platform citing better technology and “freedom” as reason for the move.

One of the new hires had been with the wirehouse since starting his career there 22 years ago.