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.
10 Good Reasons to Switch Firms
By Bryce SandersAt some point in the recruiting process, you will need to articulate why you want to make a move.
February 26, 2025
Life, Health and Annuity Sales and Marketing Hiring May Hold SteadyCompanies seem to be more interested in managers. Merit raises could be low.
February 24, 2025
How Interactive Brokers Is Fighting for Advisor TalentThe firm doubled its RIA assets in 2024, Executive Vice President Steve Sanders tells ThinkAdvisor.
February 21, 2025
With Ban on Non-Competes in Limbo, Forfeiture Provisions Face Legal ScrutinyCourts and the Federal Trade Commission address limits that employers place on departing employees' options.
February 18, 2025
How Raymond James Smashed Recruiting and Profit GoalsGiving advisors an array of affiliation options remains a critical strategy, firm executive Tash Elwyn says.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.
February 13, 2025
How Firms Can Attract Both Advisors and ClientsLouis Diamond and April Rudin discuss how to meet this recruiting and marketing challenge.
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.