The percentage of advisors 'at risk' of leaving their firms is up from last year, and J.D. Power says firms need more advisors who will actively promote or recommend their brand to colleagues.
Savant Wealth Management has initiated the next phase of an accelerated five-year growth plan with the acquisition of Virginia-based Alliant Wealth Advisors.
Mercer onboards its 10th women-led advisory firm and its first in North Carolina.