Workforce management
Workforce management
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Independent advisers are poised to benefit from implementation of the DoL ruling.
June 8 -
The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.
June 8 -
You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with consultant Peter Bielan about changes banks are considering for their advisers.
June 8 -
Top industry headhunters share their insights on what the evolving landscape has in store for brokers switching firms.
June 6 -
The Swiss firm picked up a team that oversaw approximately $900 million in client assets.
June 6 -
The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6 -
The new hire will oversee the private banking and investment management services Umpqua offers to the high-net-worth.
June 6 -
"They like what we do. They like the capabilities. They like the technology we have," he said of the clients drawn to the bank's wealth management platform.
June 6 -
The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.
June 5 -
The two advisers generated $7 million in annual revenue, according to their new employer.
June 2 -
Your current superstar employees hold the secrets to making future crucial hires, says planner Kelli Cruz.
June 1 -
The wirehouse's latest hire has 21 years of industry experience.
May 31 -
The advisers say they want provide better services to female clients.
May 31 -
The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.
May 30 -
Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30 -
The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.
May 25 -
The firm picked up teams from Merrill Lynch and Wells Fargo.
May 25 -
The new hire previously generated $1.4 million in annual revenue, according to his new employer.
May 24 -
The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.
May 24 -
The regional firm’s new recruits joined in two locations.
May 24



















