Updated Friday, May 22, 2015 as of 9:14 PM ET
Recruiting Problem: Gen Y Thinks You're a 'Wolf of Wall Street'
Wealth management firms are fighting negative perceptions to recruit college students and other millennials to the business.
More in Recruiting
The generation gap may not be as wide when it comes to young recruits and their elder counterparts. more »
The industry takes on the challenge of mentoring young recruits by focusing on the senior wealth managers who guide them. more »
Summit Financial, based in Westlake Village, Calif., is a primarily fee-based RIA offering clients investment management, insurance and retirement planning, says Triad, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform. more »
While the wirehouse picked up a team producing $4 million, it also lost advisors who oversaw a combined $165 million in AUM to Steward Partners, an independent firm affiliated with Raymond James Financial Services. more »
A group with $4 million in production moved between the wirehouses, saying it wanted access to the banking and lending capabilities at Bank of America. more »
The former Southwest Securities team had overseen $225 million in assets at the time of their departure. more »
Three bank breakaways join two former colleagues who started the independent firm Standard Investment Advisors last year. more »
A former H. Beck advisor joins Securities America after 27 years with the firm to explore some of the industry's latest technological advances. more »
King Financial Network president says the team went private for better accessibility and technology. more »
Independent advisors are bucking the broader trend and going to work for wirehouses and regional firms, ditching managerial tasks for simplicity and payoff. more »
Advisors with 25 years of combined experience leave the wirehouse for the broker-dealer's private client group. more »
A team with more than 35 years of combined industry experience leaves the wirehouse for the regional broker-dealer. more »
Two veterans left the wirehouse this week for different firms, including Janney Montgomery Scott. more »
Advisors on the Move: Wells Fargo Nabs $650M Team
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