Why Fewer Young People Are Becoming Financial Advisors
By Jane Wollman RusoffThe advice business "has become a harder nut to crack" as fees keep falling, says recruiter Bill Willis.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
May 01, 2025
Summit Wealth Departs Commonwealth, Taps SEI for Custody ServicesThe breakaway announcement comes on the heels of LPL Financial's headline-grabbing acquisition of Commonwealth.
April 25, 2025
Ameriprise Closes Window on Advisor RecruitingVolatility helped increase the appeal of its technology and strength in the first quarter, the company noted.
April 24, 2025
Advisor Who Left for Raymond James Breached Contract, TD AllegesAbout 30 clients with $48 million in assets left after Adam Bracy's departure, the bank says.
April 24, 2025
What to Make of LPL's Loan Forgiveness Pledge for Commonwealth AdvisorsThe move was labeled an "interesting concession from LPL" by advisor, author and speaker Michael Kitces.