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.
February 13, 2025
Ameriprise Files for TRO Against 3 Advisors for Taking Client Data to LPLThe advisors printed out more than 8,000 pages of data and pre-solicited clients, Ameriprise alleges.
February 12, 2025
Advisor Shortage Could Reach 100,000 by 2034: McKinseyAs Americans have become wealthier and their needs more complex, their demand for services is growing, research finds.
February 11, 2025
What Clients Really Want to Hear From Advisors: Ex-Merrill ExecJohn Thiel, who just launched an RIA, discusses what he seeks in advisors and why he left Merrill.
February 04, 2025
Rockefeller Lures $1B Team From JanneyThe upstate New York group has served individual, charitable and small-business clients.
January 31, 2025
Raymond James Beats Estimates, Stops Reporting Quarterly Advisor HeadcountIndustry watchers say they don’t see a downside to the firm's new approach to disclosing this data.
January 30, 2025
Ameriprise Favors Advisor Recruiting Over Asset Manager DealsTo CEO Jim Cracchiolo, wealth management firm acquisition prices look high.
January 30, 2025
LPL Nabs $1B Advisory Team From Osaic in CaliforniaSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.