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.
Advisor Shortage Could Reach 100,000 by 2034: McKinsey
By Michael S. FischerAs Americans have become wealthier and their needs more complex, their demand for services is growing, research finds.
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.
January 28, 2025
Mariner CEO Personally Called Planner, Edelman Says in Poaching SuitMariner requested Edelman's non-solicitation agreement and advised the planner on how to defend against a lawsuit, Edelman contends.
January 24, 2025
Diamond Consultants Moves Into Executive SearchThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 09, 2025
Janney Added 27 Advisors in 2024The newcomers joined the wealth management firm from a dozen practices, adding $4.3 billion in client assets.