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.
12 States With the Fastest Growing CFP Numbers
By Michael S. FischerOn net, the total number of CFPs has grown about 10,000 since 2021, SmartAsset reports.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 20, 2024
Kestra Adds $9.5B in New AssetsThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.
February 14, 2024
Commonwealth Continues Strong Recruiting, Looks for More in 2024The firm's chief business development officer says momentum from record years in 2022 and 2023 continues to build.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
January 24, 2024
Happy Advisors Are Part of Something Bigger: Tim GerendNorthwestern Mutual's chief distribution officer discussed how he's working to attract great advisors.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.