The M&A pro returns to her primary skill set after exiting her job as Cresset president earlier this month.
IBDs saw small gains while wirehouses suffered attrition.
The new series, hosted by CEO Mike Gitlin, allows firm's portfolio managers to tell stories.
The integration promises to save RIAs time on task-switching, the firms say.
The new certification is meant to get members thinking about clients' 401(k) income.
The industry remained resilient compared with a larger drop in M&A activity in general, the firm said.
Rewards gained from a base level of financial literacy accrue greatly over a lifetime, the study found.
The move more than doubles the size of the partner development team and adds a new marketing position.
The leading financial network rolled out new offerings of every stripe to keep advisors coming.
Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.
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