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.
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.
March 12, 2025
How to Avoid Lawsuits When Switching FirmsThe rules are simple, but it's vital to follow them exactly, lawyers Brian Carlis and Scott Unger say.
March 10, 2025
These Two 'Dealbreakers' Mean It's Time to Find a New Firm: ConsultantMuriel Consulting founder Shelby Nicholl discusses when advisors should switch firms and how to choose a new one.
March 05, 2025
Keep AI From Making You InvisibleFinancial professionals should ditch Zoom, go out and build relationships, Bill Broich says.
March 05, 2025
MassMutual Taps Pennsylvania Exec to Lead Advisor NetworkJoe Mallee helps Finseca represent advisors in Washington.
March 05, 2025
Ramon Casanova Rises at New York LifeThe company's new life insurance solutions head has been rising through its ranks for more than 20 years.