This year was arguably the best time to snag free-agent advisors from the wirehouses, with 21 percent of the big four firms’ retention packages expiring, according to data compiled by Cerulli Associates in IMCA’s quarterly research report. ...

How much money does one have to have to be considered “wealthy”? More than you probably think, according to UBS’s Investor Watch survey. Sixty-nine percent of millionaires do not consider themselves to be wealthy. But having $5 million in inve...

A Field Guide to Winning the Recruitment Wars

The WealthManagement.com Advisor Confidence Index fell overall in August, as advisors look for a near-term pullback in equity markets.

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When it comes to attracting women to our ranks, the industry still has a long way to go

Talking to the CEO and Founder of Archford Capital Strategies About Hiring Younger Advisors