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HighTower adds $400 million RIA to partnership
Firm adds 43rd team to its partnership as it begins deploying funds from a $100M loan to boost recruiting. See IN's Advisers on the Move for other big deals.
HighTower nabs top FiNet recruiter
Firm signs Kimberly Hollenbeck to help recruit on the West coast; fills position left open by Kevin Geary.
CFP and ChFC in different leagues, CFP Board says
War of words continues as American College and CFP Board aim to attract designees.
Algorithms stalling recovery, or so it seems as hot resumes go nowhere fast
Expanding use of technology that uses ultra-specific criteria to screen and winnow candidates may be perpetuating one of the most unusual features of the slow rebound in the U.S. labor market: Despite a steady increase in openings since the recession ended in 2009, these positions are being matched
Motley Fool expanding its wealth management division
Online investing platform hiring more financial advisers over the next couple of years to broaden its reach.
Even decades of legal protection don't create diversity
What barriers can be identified and scaled to address this pervasive weakness in the financial advice industry?
3 lessons in team building advisers can learn from the San Antonio Spurs
The focus of the sporting world has quickly shifted to the World Cup, but I believe there are some valuable takeaways from another recent sporting event: the San Antonio Spurs' dismantling of the Miami Heat in the NBA Finals. The key to the Spurs' victory was how each team member played within ...
Don't get stuck with a B-D lemon
When it's time to buy a new car, most people follow similar steps. We read Consumer Reports, perform research online, take test drives and negotiate the best price. No one wants to buy a lemon. No one wants to have issues with a car they drive every day.
Advisers held back by fee-based fears
Wirehouses outpace the rest of the industry in making the shift to charging fees.
California financial adviser leaves Beverly Hills bank for RIA
EP Wealth Advisors of Torrance, Calif., has more than $1.6 billion in assets under management.
Wells Fargo breakaways join Focus firm
Focus Financial Partners has backed another breakaway deal, this time involving two former Wells Fargo & Co. advisers who managed about $400 million in client assets. In Focus' 12th deal so far this year, advisers Joseph Zappia and Ted Garofola jumped ship to join existing Focus partner firm LVW
HighTower Network adds $300 million Merrill team
Two Merrill Lynch advisers with a combined $300 million in assets under management go independent as a HighTower franchise
U.S. Trust hires managing director from JPMorgan in expansion bid
Firm looks to deepen its reach in the ultrahigh-net-worth market segment with plans to double head count in Washington by year's end.
7 biggest ways top-performing firms sustain their growth
The fastest-growing and most profitable firms often take unconventional approaches to their business models. To see how your firm stands up, take part in this year's study.
Wirehouses warm to bank channel recruits
Wirehouses are now focusing on a new market segment in their talent searches: bank channel recruits. Why the change in sentiment for advisers once considered too risky?
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