Recruiting
Explore the latest industry news and advice that can help financial advisors hire the best employees and find the right partners to help grow their businesses.
Raymond James Adds 3 Teams With $2B in Assets
By Janet LevauxThe employee advisors joined the firm recently from Merrill, Morgan Stanley and RBC.
March 31, 2025
Recruiter Tells Commonwealth, LPL Advisors: Don't PanicWhile the acquisition will have broad implications, LPL is an "absolute pro" at integrating advisors, Louis Diamond says.
March 27, 2025
Here's What Separates the Best Wealth Advisors From the RestYour clients assume you're knowledgeable, but how you deliver advice is key, longtime educator Phil Buchanan says.
March 21, 2025
9 Most Active Acquirers in Wealth: 2024Volume hit a record high of 366 deals, with average assets per transaction of $1.4 billion, Echelon found.
March 20, 2025
The Big Firms That Gained, and Lost, the Most Advisors in 2024One firm added a net 2,923 advisors, while the "winning" wirehouse lost 55.
March 19, 2025
Hiring Income Planners Is Still HardGarrett Burrow thinks it will come down to a battle between the sellers and the educators.
March 14, 2025
Edward Jones Seeks to Shed ‘Cookie Cutter’ ImageNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.