Recruiting

The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?

Separate announcements by Concurrent Advisors and Private Advisor Group display why flexibility for financial advisors is valuable to growing RIAs.

One of the most active dealmakers in the industry attracted a high net worth practice that chose it out of an expanding group of potential suitors.

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.