Advisors have to make sure the whole team is treated fairly; avoiding making women into "the chick who always pours coffee,” writes Amanda Kerley.

Ancora, which previously took on Bed Bath & Beyond and Big Lots, argues the company suffers from poor leadership.

With a new brand and new leadership, the firm hopes to tap into a burgeoning wealth management sector.

The IBD network added a community bank’s investment program after exceeding the goals it set at the beginning of 2020, its head recruiter says.

A Pakistani Muslim women who started her career as a financial advisor in the U.S. after 9/11, Ayesha Yasin faced and overcame multiple stereotypes.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

The firm hopes to more readily attract talent from rivals.

The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.

The group includes an advisor who oversaw $843 million.

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

While her predecessor led the organization through the 2008 financial crisis, Thasunda Brown Duckett is taking the top role at a time of different uncertainty.

The growing practice’s founder dropped his FINRA registration after 14 years with KMS Financial Services.

The new additions represent Rockefeller’s first foray into Colorado.

The exchange operator’s planned regulations are currently too narrow and should be amended, two groups wrote in comment letters to the SEC.

The wirehouse picked up a 43-year veteran from its rival.

The training and certification organization chose a former bank and nonprofit official to lead its new Center for Economic Empowerment and Equality.

The wealth manager aims to build connections and take feedback through a new group resembling ones launched by rivals in recent years.