While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.

The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.

Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.

The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.

Planners have picked up some bad habits over the years. Here’s what do to about it.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

The firm has been driving its expansion, pulling in talent from its competition.

Concerned about the wirehouse's "trajectory," Glen D. Smith sought out a business model his kids could join one day.

The pair was drawn to the firm’s “similarly aligned” culture.

As technology reshapes the financial world, conditions should improve in wealth management.

The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.

Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.

H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.

The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.

The right strategy can help minimize their future estate taxes.

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.

Regulatory decisions, whistle-blower cases and acquisitions will define wealth management in 2018, and the people here will be the decision-makers who remake the industry.

Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.