Robert Daly was part of a star team that left Morgan Stanley in 2023 to join First Republic and has since been barred from the industry.

Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.

More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.

Fifth Third Wealth Advisors President Eric Housman thinks his bank's $2 billion advisory practice still occupies a distinct position in the industry. But it's not likely to stay that way.

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.

Michael Bernier oversaw roughly $165 million in client assets at Canter Strategic Wealth Management, a firm with $300 million under management. Then he left to join LPL.

Cetera also names the next president of its wealth management division and Corient scoops up a $7.9 billion RIA in Maine.

Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.

The current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.