The firm has touted its capabilities, lighter bureaucracy and corporate environment to new hires — factors that have helped lure in top talent.

Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.

Finding the right collaborator changed my life.

Four of new hires are former wirehouse advisors.

New hires follow two big additions last month that had AUM topping $2 billion.

“It is shocking — never seen anything like it in my 40 years as a lawyer,” the wealth manager's attorney said.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

Both recruits had a long history with wirehouses before trading them in for the regional broker-dealer.

Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?

This three-tiered model may help.

It’s a short move for the advisors; only four blocks separate their old office from their new digs.

The independent firm is pursuing an ambitious agenda, but will do so without a pair of former divisional presidents.

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.

LPL’s continuing major poaches from rivals make up only one of the kinds of ways that firms are vying to attract and retain advisors.

The new recruits are not the first to trade in the wirehouse for the regional broker-dealer.

Communities of color still don’t see enough advisors “who look like them.”

More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.

The firm lost talent to rival B. Riley Wealth Management.

The regional BD has had a successful run picking off top teams from the wirehouse.

Fostering a culture that attracts and advances women in the STEM fields is one more way that E-Trade has been a pioneer in the industry.