Asia Martin

Advisor Diana Behre says she was fired after revealing her Chapter 7 filing to her employer.

LPL advisor EJ Pipkin survived a massive heart attack due to the quick response of his colleagues.

Commonwealth shows off its new logo and new website design.

Flourish Cash allow advisors to use a cash management account for portfolios and held-away cash and to help clients with budgeting goals. 

CI Financial finished acquiring its fifth U.S. firm as it continues its global expansion.

While some firms slowed growth during the pandemic, RBC's head of recruitment, Kristen Kimmell, landed billions in assets with a net gain in advisors this year that topped rivals.

In two years, Robertson Stephens has doubled its assets under management and attracted Raj Bhattacharyya to be its CEO.

The future advisor gives up geography for market niches and focuses less on investment strategies in favor of better client outcomes, according to a panel at this year's virtual Morningstar Investment Conference.