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 to Expect From Raymond James' Next CEO
By Melanie WaddellRaymond James "will not try to mimic what private equity is doing" in the RIA space, CFO Paul Shoukry says.
March 15, 2024
12 States With the Fastest Growing CFP NumbersOn net, the total number of CFPs has grown about 10,000 since 2021, SmartAsset reports.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
February 27, 2024
What Recruiters Are Saying About Cetera's New Growth GuaranteeCetera promises new advisors faster growth or a refund of their affiliation fee. Will they take the bait?
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.