New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.

With $4.4 billion in client assets, the regional institution's wealth program follows mega-recruits including M&T Bank, BMO Harris and others.

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.

Reports and recruiters say that smaller firms, more flexibility and greater diversity are increasingly popular with industry job seekers

Jim Martin launched Nordwand Capital with the help of Dynasty as part of a plan to offer new private venture funds to the firm's ultra-wealthy clients.

Falling stock values pushed down client assets, even as the smaller base of brokers took in a higher amount of incoming holdings than a year ago at this time.

The program offers veterans who face complex benefits systems help tailored to their unique needs.

Women board members affiliated with Wells Fargo, S&P Global and Moelis shared advice for getting onto boards successfully at American Banker's Most Powerful Women in Banking conference.

The industry critic joins other profs who became financial advisors. She's serving as the part-time principal of a new practice launched by a longtime friend.