The approaching milestone represents growth of about 30% in the past 9 years.

Two advisers joined Confluence Financial Partners, which is affiliated with Raymond James.

The firm's latest hires come from Morgan Stanley and Raymond James.

The two ex-wirehouse advisers each had about 20 years of industry experience.

Advisers join the regional broker-dealer from Wells Fargo and Charles Schwab.

The largest recruits managed more than $17 billion in client assets.

The four new recruits moved to Raymond James’ independent broker-dealer.

Market volatility and industry changes have had a chilling effect on advisers' career plans.

Running a successful advisory practice means those at the top have to look internally, as well as externally.

The largest teams to go indie this year managed more than $5 billion in client assets.

Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.

The regional firm also says it recruited a junior Merrill adviser overseeing $39 million in client assets.

The team's managing director is a wirehouse veteran with close to 30 years of industry experience.

An ill-considered comment or a faux pas in the home stretch can wreck an adviser's plans to switch firms, writes coach and recruiter Elizabeth McCourt.

The firm's latest hires opened a new office for the regional broker-dealer.

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

Regulatory and industry changes are driving some advisers to rethink their business model, writes recruiter Mark Elzweig.

Improved client service, more revenue and deeper knowledge are all benefits.

Improved client service, more revenue and deeper knowledge are all benefits.

The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.