The amount of financial advisors changing firms doesn’t capture the breadth of the challenge broker-dealers face to retain them, recruiter Jodie Papike says in an episode of Financial Planning’s podcast.

Wealth management firms should track the lives they impact above the size of their client books, KMS Financial Services CEO Erinn Ford says in an episode of Financial Planning’s Podcast.

The 8,000-advisor IBD network will launch “a more robust hybrid offering” this year, Head of Wealth Management Tim Stinson tells Financial Planning in a new podcast.

The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.

Hint: take a look at how the firm interacts with yours, says Carson Group COO Teri Shepherd. Plus: Keeping diverse employees engaged and why the best growth strategies always include an idea of what services to cut.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.

A closed-end fund can provide a steady income stream for clients, but advisors often make misleading assumptions about the regularity of monthly distributions. Here’s what to watch for.

Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.