There was once a time when investors were only interested in those already independent. But wirehouse advisors are finding these same capital sources may have an interest in funding their move.

NAPFA’s diversity and inclusion steering committee created a guide for advisors eager to hire diverse talent.

Allworth Financial co-CEO Scott Hanson on how the Lightyear Capital investment will help fuel a monthly buying binge of $100M to $500M AUM RIAs all willing to 'sing from the same song sheet' as part of a nationally recognized advisory firm.

Merrill Lynch Wealth Management announced Thursday that nine-year veteran Steve Alch will head up the Southeast division, reporting to President Andy Sieg.

The wealth management team coming from CenterState Bank will help South State Investment Services supply financial advice to clients in states like Alabama, Florida, Georgia, Virginia and the Carolinas.

Brad East would join the company's Phoenix wealth management team. East has 30 years of experience in the industry and joins the employee-owned firm from Moors & Cabot.

Michael Kitces and Alan Moore led a wide ranging question-and-answer session addressing the addition of virtual assistants, Schwab's acquisition of TD Ameritrade and the pandemic's impact on membership.