The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

Firms with big recruiting loan balances are often the ones with the most success hiring advisors from industry rivals. But the numbers also suggest they're offering increasingly generous deals.

Financial advisors considering a career move may not need a recruiter, but the right one can open doors to more firms, negotiate compensation and help manage the transition.

Rossby Financial is deploying a profitability tool as it competes against much larger RIAs for financial advisor talent.

In Wells' latest big recruiting deal, two separate groups at Merrill are coming together to form Twin Harbors Private Wealth at Wells Fargo Advisors Financial Network, or FiNet.

Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.

Bartoli Private Wealth Management Group comes to Wells Fargo following two other large advisory practices that recently joined from Morgan Stanley and UBS.

Wells' latest advisor recruiting coup comes just days after it pulled over a 19-person team formerly managing nearly $6 billion at Morgan Stanley.

The Taylor Group of Wells Fargo Advisors is led by nine advisors, all of them relatively young and many of them siblings.

In an unusual development, LPL saw its advisor total decline slightly in the first quarter. And client assets brought in through advisor recruiting were down 55% year over year.

The firms' collaboration shines a light on how the wealth management business works today and how it is evolving, as advisors weigh independence against the risks of "poking the bear" when they leave.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.

While the megabank had previously announced an executive shakeup, it revealed that Pershing is part of a newly combined business line moving forward.

Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward their goals.

Finance and education veteran Walter Rendon wants to ensure that more young people get the training and mentorships that helped him break into the field.

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

The rising tide of asset values led to compensation increases above 200% in some cases, but small ticks down for the chiefs of two firms.

The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."

Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.