BofA's private bank lands $5B ex-Citi advisor: Advisor Moves
Edward Jones meanwhile reshuffles its leadership ranks amid its push to become a full-service financial planning firm, and Rockefeller picks up big teams from Merrill.
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What 5 years of broker compensation data says about advisor pay
A review of broker pay data reveals surprising trends in how top firms reward their brokers.
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Retiree confidence is up. Will it stay that way?
Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.
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Team dropping LPL affiliation highlights uphill battle to keep advisors
As LPL fights to keep teams in the fold, competitors are making strong plays and pointing to the large brokerage's perceived blemishes. The founders of KRM Investment Counsel said they also found what they wanted at Arkadios, an employee-owned firm.
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Undisclosed financial advisor headcount is rising, Ameriprise CEO says
Jim Cracchiolo told analysts that the firm's retention "is quite good," even though his company, like many of its rivals, stopped providing statistics to verify such claims.
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Raymond James CEO sees recruiting opportunities in market turmoil
CEO Paul Shoukry also told analysts that the merger and acquisition deals coursing through the industry could open doors for firms eager to bring in advisors and net new assets.
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The enterprise evolution: 6 steps to level up your RIA
Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.
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Best advisor pay for $2M producers
In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.
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Avoid 'Jordan's revenge' and find slam-dunk savings for athletes
The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.
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Stifel profits plunge on the back of $180M penalty
Record revenue wasn't enough to offset costly legal charges that the firm racked up in the first quarter.
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Internal AI tools on the rise, with Raymond James at the forefront
While AI search tools have the potential to provide advisors with additional time to spend with clients, experts say query results should be reviewed with a skeptical eye.
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Best advisor pay for $1M producers
See which firms are paying advisors with $1 million in annual revenue the most.
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Best advisor pay for $1M producers
See which firms are paying advisors with $1 million in annual revenue the most.
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LPL's wealth head wants her firm to be a household name
Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.
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LPL's wealth head wants her firm to be a household name
Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.
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Growing a tech stack to reach $1B in AUM: Show Me Your Stack
A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.
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Growing a tech stack to reach $1B in AUM: Show Me Your Stack
A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.
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Best advisor pay for $600K producers
UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.
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Best advisor pay for $600K producers
UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.
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How scale-hungry RIAs can grow faster than the big boys
RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.
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