The advisors had logged seven years at their former wirehouse.

Planner Lazetta Braxton explains what allies can do to reduce the fear and heartbreak that comes from working in a predominately white profession.

A former craft brewer and an ex-rugby star went indie with Gladstone Financial Resources Group.

One defecting advisor says she was lured by better technology and because at her new employer, “It’s about the people and not just the numbers.”

The firm’s diminished ranks are a sign of huge changes in the wirehouse world since the financial crisis ended.

The policy shift involves a modest number of advisors in Texas as wealth managers also gear up for office reopenings.

As liquidity disappeared amid the coronavirus-sparked mayhem, veteran fixed-income portfolio manager Gemma Wright-Casparius saw opportunities.

The regulator was one of the first U.S. agencies to tell employees to stay home during the pandemic,

“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.

“The mindset has shifted in terms of how we need to be able to lead and support a virtual workforce,” says Edward Jones CHRO Kristin Johnson.

“I’d say independence is resonating with advisors now more than ever,” says recruiter Jodie Papike.

How they’re hiring, striving and even thriving under new conditions.

While CEO Jamie Price says tech capabilities rather than cost savings prompted the decision, he acknowledges the need to win over the reps who are now set to change firms.

Recruiting is likely to accelerate as the pandemic abates, writes Mark Elzweig.

The IBD network had been preparing for disruption, CEO Adam Antoniades says, and it has the financial flexibility it needs to boost financial advisors’ practices.

The firm has recruited at least 22 advisors this year who managed $3.3 billion in client assets.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.

The lost assets represent a big hit to the firm’s operations in the small Missouri town where the advisor was based, ex-employer claims.

The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.