The advisors collectively manage $2.85 billion.

Concurrent Advisors, previously an advisor-owned partnership of independent practices affiliated with Raymond James Financial Services, says it has restructured as a hybrid RIA.

Bank trust executives hope to make their channel more competitive for financial advisors, according to Cerulli.

The publication presents its annual rankings of RIA firms, based on assets, revenue and quality of practice.

Tiffany Taylor has been working with RIAs and broker-dealers for more than two decades.

The advisors, Benjamin Link and Steve Sexton, launch Vero Wealth Management Powered by LPL Financial.

Pete Dorsey succeeds Shawn Mihal as executive vice president of institution services.

The nine-person team is led by Harold Reinstein and Michael Nelson.

Ash Chopra has launched Syon Capital in San Francisco.

A hiring process based solely on candidates’ experience may ignore better workers who can succeed with proper training, one MS executive suggested.