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.
What Advisors Should Know When Their BD Gets Acquired
By Jane Wollman RusoffCommonwealth is far from the only BD caught up in the ongoing consolidation wave, recruiter Jodie Papike says.
April 15, 2025
LPL Calls Ameriprise Data-Breach Notices 'Defamatory'"Ameriprise has sunk to a new low" by sending breach notices to clients whose advisors switched firms, LPL says.
April 08, 2025
Raymond James Adds 3 Teams With $2B in AssetsThe employee advisors joined the firm recently from Merrill, Morgan Stanley and RBC.
April 03, 2025
Wells Fargo Advisors Nabs LPL Recruiting ExecFarhad Firoozi joined the wirehouse on Tuesday and will focus on growing its independent advisor channel.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.
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.