Decline in the number of new individuals or teams with $100 million or more in assets comes after best recruiting year ever in 2016.
Sales ability and experience remains a high priority for new personnel.
Firm has seen a net gain of 11 advisory teams and $4.25 billion in client assets in the year through September.
Developer says total suite revamp is part of plan to improve client engagement and open architecture features.
Advisory firms describe changes in recruiting, compensation and coaching that can boost support for women.
"Independent advisory and brokerage " is a more precise description for firms with proper fees and services.
Leaders need to shift the culture and start reinforcing the idea that communication skills are valuable and highly desired.
After recapitalizing Fusion Capital Management, they are ready to invest in marketing and technology to accelerate growth.
Finra says Sandy Galuppo submitted improper reimbursement requests.
Although a common cost estimate is 100 basis points of assets under management, a new Personal Capital report finds advisory fees at large firms ranging from 1.25% to 3%.
This month's edition kicks off with the big debut of CleverDome, a next-generation cybersecurity solution.
The defined contribution industry, record keepers and advisers alike, must catch up fast.
Debate rages over whether digital asset is a new currency or risky fad.
Complement that with client segmentation capturing qualitative and emotional factors.
Advisers bringing in enough accounts will be rewarded, those falling short will see compensation cut.
Software could disrupt model marketplaces and increase value of investment management
The number of ESG funds has increased sharply over the past few years, and interest is growing among advisers.
New software kit promises to simplify process of creating artificial-intelligence-powered tools for advisers.
Next generation of financial advisors needs and deserves more attention and training.
What, and how, financial advisers can learn from successful practices.
