The firm’s recruiting is also gaining steam, despite the ongoing impact to its bottom line from low interest rates.

JPMorgan’s CEO said in a memo that he expects “all U.S.-based employees will be in the office on a consistent rotational basis” by early July.

The 20-advisor team left Advisor Group’s Securities America for the private equity-backed holding company’s independent subsidiary, Cadaret Grant.

The Swiss bank added a sprinkle of new US advisors for the first time in years, amid record quarterly profits and plans for global job cuts.

Younger workers are more prone to monetary concerns than their older counterparts, due to a lack of savings and other factors, a recent survey found.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.

After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.

The six-person will focus on ultra-high-net-worth families and individuals in South Florida.

From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.

The two lead advisors had each spent more than two decades with the wirehouse.

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

Despite losing more than 295 net advisors in the first three months of the year, the wirehouse had one of its best quarters in history in terms of revenue.

Advisor Kip Adams says access to the IBD’s trading platform and tools have “already improved how we open new accounts and manage our business.”

A net 236 brokers left the wirehouse in the three months ending in March, the company said in its latest quarterly report.

Financial advisor Jacqueline Campbel led a diversity program at her old firm and has ambitious expansion goals for her new one after 25 years in the industry.

Advisor Kristin Bartlow brings a team of four managing $195 million in client assets to Journey Strategic Wealth.

In the real world and increasingly online, Black financial enthusiasts are pushing their followers to take bolder steps to create wealth.

The quartet of advisors picked the nation’s largest IBD out of the increasing number of suitors available to ex-employee practices.

More than 100 business leaders joined an hour-long Zoom call to discuss new restrictions in Georgia, Texas and other states.

While it’s good that firms are addressing mental-health concerns, Marcus Ashworth writes that temporary fixes don't get to the nub of the culture problem.