Recruiting

An advisor with strong client relationships can make a move whether markets are up, down or sideways.

Columbia Investment Management's Kim Lew and Josh Brown of Ritholtz Wealth Management will quiz finalists on how they constructed their portfolios.

Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.

There are several opportunities for a workforce to upskill and reskill, and create added value for employers and employees alike.

Eighty-seven percent of mentors and mentees feel empowered by those relationships and have developed greater confidence at work.

The growing wealth management offshoot of what was once John D. Rockefeller's family office plans to add more than 100 more advisory practices.

A retirement plan and wealth practice spanning $1.4 billion displays how independent moves in 2022 are keeping up with or even surpassing those from 2021.

Al Jacobi followed his longtime business partner out the door from a bank with a large wealth arm that pulled out of an acquisition agreement earlier this year.

Profit plummeted in the second quarter as economic conditions and rising expenses took a toll on the firm's results.

CEO Dan Arnold says the firm is eyeing continued records in its headcount, despite the usual dropoff in broker moves during downturns.