Wirehouses

From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.

The loss of a $129 billion team for Merrill set the high-water mark in a year that also saw the departure of huge teams from UBS, JPMorgan, Wells Fargo and Oppenheimer.

Rockefeller becomes the latest firm to benefit from a steady stream of advisor defections from UBS this year.

These are the stories and issues that readers gravitated to in the last year.

The up-and-coming IBD Arkadios recruits an entire Morgan Stanley team and a significant share of Merrill's headcount in Dothan, Alabama.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

Market jumps tied to Trump's presidential election win have Goldman Sachs' David Solomon and JPMorgan's Jamie Dimon in line for tens of millions of dollars in bonuses.

A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.

LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.

Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.

Phil Waxelbaum, a longtime industry recruiter, talks about what large firms can do and are doing to remain attractive to long-standing advisory teams with sizable sums under management.

The case is the latest arbitration decision showing risks advisors run when they jump ship and think they can take investors with them.

There are ways to keep cash balances fully insured and fully liquid — and brokered deposit programs may not be one of them.

The giant financial institution's performance during the first three months of 2023 is being closely watched by the wealth management industry.

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

A new scorecard show 13 of 68 companies got an "A" grade for being upfront about inequality in employee pay — and 25 got an "F."

The hiring strategy underpins a plan to boost assets in the wealth management operation to $1 trillion.

The aim is to generate social benefits and investment returns

Check out the advisor moves, M&A and other news of the week in wealth management.