Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

CEO Jim Cracchiolo says the firm’s headcount is poised for growth again following a stagnant year.

The planner wasn’t happy with the direction his former firm was pushing its advisors.

Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

The firm, which has roots going back 130 years, sees a way to potentially turbocharge growth.

Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?

The firm sought to clarify circumstances surrounding the departure last month of former Congressman Harold Ford Jr.

Headcount is down by 200 compared to a year-ago.

Coming off a strong recruiting year, Steward Partners has enticed three more Wells Fargo brokers.

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.

The move marks the firm's second hire in the past week.

The advisors joined the firm's recently opened office in Flint, Michigan.

The firm also reported that its advisor ranks were up 2% year-over-year, boosted by its training program.

They were previously part of a team that oversaw $2 billion in assets.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

Fourth-quarter profits ticked up a modest 1% year-over-year to $659 million even as number of advisors dropped 2%.

‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.

Advisors have been ditching some of the larger firms for greater latitude.