Recruiting

The firm also sees additional recruiting opportunities at banks and other financial institutions after attracting Comerica Bank's wealth program last month.

The regional firm, whose parent is the 10th largest bank in the world by market capitalization, is eager to pitch top advisors seeking stability. At the same time, it's ramping up a major branding campaign with Major League Soccer and Apple to woo next-generation clients.

CG Advisor Network leaves Geneos Wealth and changes its primary custodian from Schwab's TD Ameritrade.

The firm followed rival wirehouses that no longer share their exact number of brokers, which is a critical metric for industry recruiting trends.

The megabank had another productive recruiting quarter in its wealth units, as it reported record first-quarter revenue Friday.

Startups were left reeling after SVB's failure. But there are challenges to serving young companies.

CEO Jamie Price's team is considering a range of potential strategies that could represent significant changes to the private equity-backed firm.

The line between independent firms and wirehouses is beginning to blur, causing advisors to rethink their options, writes recruiter Louis Diamond.

The move comes as First Republic's struggles in the banking crisis have driven many high-profile advisors to leave, creating an opening for others to poach.

CEO Greg Fleming's team secured more than $600 million in capital that brings together two of North America's influential financial families.