The independent broker-dealer landed four recruits from Merrill Lynch, Edward Jones, Wunderlich Securities and Ameriprise.

The advisers are industry veterans who joined the regional firm in two offices.

Here’s what advisers need to know for a successful transition.

Eight advisers opened a new office for Merrill Lynch's Private Banking & Investment Group, which serves ultrawealthy clients.

The new recruits join from RBC and Wells Fargo Advisors.

Provide more effective feedback by making it part of everyday work and make assessments more forward-thinking.

Founded by former wirehouse advisers, XML Financial is the seventh firm to join the IPO-bound RIA aggregator this year.

Relura Horton, former regional managing director at Fidelity Custody and Clearing, hopes to attract more women clients to her new firm.

A father, son and daughter leave the wirehouse to form their own business.

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.

The firm's newest recruits have been in the business for two decades.

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

The new recruit has been in the industry for nearly 3 decades.

The wirehouse's newest recruits operate from two offices on both coasts.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

For many firms, it’s the single most important financial transaction they’ll ever encounter. Here’s how to get a big-picture view and also stay in control during the entire process.

Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.

The new recruits joined the regional firm's employee channel.

The bank and the RIA are feuding over alleged violations of a non-compete agreement and accusations of unfair competition.

The recruits left rival firms such as UBS and J.P. Morgan to join existing practices at the independent broker-dealer.