Recruiting

Concurrent is catering to breakaway teams assessing their options after back-office frustrations during the coronavirus, co-founder Mike Hlavek says.

The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.

Four advisors launched a program for RIAs this summer with industry-changing potential.

Raymond James, LPL, Kestra, the SEC, Dynasty, Janney Montgomery Scott, Mercer Global Advisors, Adasina Social Capital, Fidelity and other quick takes from the week in financial advice.

The firm grew its total assets under administration by 30% year-over-year, reaching $530 billion.

The firm serves UHNW clients, and the advisors embarked on a search in order to enable clients to have more access to private investments.

An upbeat picture of industry resilience and silver linings is marred by a gender gap when it comes to job worries. Here’s what we can do about it.

With technology upgrades and the hiring of former TD Ameritrade recruiters, the No. 1 IBD eyes further expansion in the RIA channel.

Two advisors left their prior firm of 10 years after the bank’s wealth and asset management unit generated record net income in the first quarter.

The MC of the Conference of African American Financial Professionals discusses The American College of Financial Services’ efforts to improve diversity in the industry.