"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.

Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.

The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.

Observing the day is one way wealth management firms are trying to respond to civil unrest.

Marylin Booker accuses the company of failing to support Black advisors and criticizes its use of mandatory arbitration to settle employee disputes.

The 30-year industry vet launched a firm on the Dynasty platform citing better technology and “freedom” as reason for the move.

Members of the bank’s operating committee will be evaluated annually on how much they have increased representation and inclusion of diverse employees in the operations they oversee.

“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.

The firm said in a post on Twitter that it "has zero tolerance for racism and discrimination of any kind."

One of the new hires had been with the wirehouse since starting his career there 22 years ago.

CEO Jim Gold anticipates an uptick in advisor moves in coming months.

The advisors had been with their former employer for 11 years.

Evidence suggests some minority-owned businesses can’t access loans, and the Trump administration is under pressure to report borrower demographics. The issue is gaining attention against the backdrop of protests over the George Floyd killing.

The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.

The new additions include an advisor with five decades of experience in the business, plus his two sons.

“We started with 40 people just marching, and it turned into 15,000," an advisor says.

Owl Rock plans to give up to $250,000 in interest-free loans to those impacted by the coronavirus and other economic and social crises, its co-founder says.

Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents