Other industry veterans and groups are also shifting firms
A variety of moves occurred across the industry, including advisor team transitions
The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
Many leading women in the industry have taken on new roles
A mix of executives and advisors have landed at new firms
Support for both financial planning and succession planning by advisors remain areas of interest
Results were relatively consistent in this year's Report Card, but advisors at firms undergoing management shuffles expressed uncertainty
Methodology for the Brokerage Report Card 2024
Several industry veterans take on new roles, across a mix of firms
The new iAPW advisors will continue their training and systems conversion this summer