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Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
February 27
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RBC's firmwide net income skyrockets despite rising costs, even as its advisor headcount holds steady.
February 27
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Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.
February 27
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Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.
February 26
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Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.
February 21
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In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
February 18
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Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
February 18 -
The RIA aggregators Prime Capital and Corient also made their marks with big acquisitions.
February 14
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Citi's head of wealth said the firm is already working with a quarter of the billionaires in the world through its private bank. Now it just needs them to entrust it with managing more of their money.
February 12
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The tide is beginning to shift toward the wirehouse in its contentions that deferred pay is not protected by federal retirement law.
February 10
