After an extremely competitive 2025, senior financial advice industry executives and headhunters think this year will also be ...

Courted found 16% or 230,000 agents switched brokerages in 2025, generating $590B in volume, while top brands netted 1.8% growth.

For the first time, the combined client assets involved with the 10 largest moves and M&A deals in the independent brokerage channel of wealth management have surpassed $1 trillion. Financial Planning ...

The biggest losers of financial advisors in 2025, according to Wolfe Research, were: Bank of America, a net decline of 714; Osaic, down 483; Fidelity, negative 444; and UBS, a drop of 328. A ...

Stifel Financial reported a record year for its wealth management business, with a wave of recruitment helping the division mark all-time highs for revenue and total client assets in the fourth ...