The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.

RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its San Francisco business.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

Manish Dave, who has been with the firm for 18 years, oversaw a headcount that was formidable but stagnant in recent years.

The former Wells employee says he was basically forced to quit after a series of fumbles by the firm cost him his book of business and brought his pay down to "minimum wage level."

The 17-person Canell Group joins Wells Fargo's offices in New York.

Along with the big recruiting deals, Dynasty and Gries Financial Partners shook things up at the executive level.

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.

LPL, JPMorgan and Bank of America Private Bank were also among the recruiting winners this week.