NewEdge snags 24-person, $1.4B team from Ameriprise
Intense Life Desires NewEdge Capital Group is building out its channel for RIAs with a mammoth 24-person team...
Expense Tracking
Ask an Advisor: The future of legacy CRMs in an AI world
For years, customer relationship management (CRM) systems have been the backbone of advisors’ tech stacks....
Stifel CEO eyes bigger recruiting budget after strong 2025
Stifel Financial reported a record year for its wealth management business, with a wave of...
Why diversification matters in marketing channels
Advisors and other financial services professionals who rely heavily on social media to reach clients...
Raymond James reports recruiting costs for first time
Raymond James reported Wednesday that it spent just over $390 million in 2025 on recruiting...
LPL says it’s kept the biggest, best Commonwealth teams
Headcount does not equal asset count. Processing Content That was the big message LPL executives...
How ESOPs, 1042 rollovers are shaping RIA succession plans
With a growing share of financial advisors nearing retirement, succession planning has become a major...
Lawyer in Sieg litigation: Citi blew chance to avoid this
Drawing on her long experience suing Wall Street firms for harassment and discrimination, Linda Friedman...
Ameriprise wealth profits jump 13% in Q4 2025
With only days remaining before Fifth Third Bank’s expected Feb. 1 closing of its $10.9...
CFP Board to review bachelor’s degree requirement
A core requirement of the CFP mark could soon be on the chopping block: a...