Top firms explain how they appeal to wealthy clients — and elite advisors

Smaller firms are opting to turn into OSJs in an era of shrinking margins for IBDs and record consolidation in wealth management.

The group is comprised of 11 advisors and client service associates.

One of the new hires is an industry veteran of 50 years.

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

Nap pods and beanbag chairs are nice, but what employees really care about are personal respect and generous compensation. Oh, and it helps to be dog-friendly.

A look at the difference in responses between employees working for companies that made the list and those that did not.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.

Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.

A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.

Every week starts and ends the same way — with meetings where departments can share successes and challenges. It’s one way the payments company ensures cross-collaboration.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

The No. 1 IBD is pitching advisors on the merits of its offerings — but rivals have also added major teams from its ranks.

"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."

The bank has been striving to lure away top talent from the wirehouses.

Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

One of the two new hires is an industry veteran of 34 years.

After half a century, Christopher Sargent is making his first career change.