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.
14 Signs Wealthy Prospects Are Ready to Commit
By Bryce SandersPeople give off signals. Often, they don't even know it.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 18, 2023
LPL Nabs $1.2B Father-Son Team From Morgan StanleyThe Francis Group opted to affiliate with LPL Strategic Wealth Services, LPL's supported independence business model.
September 06, 2023
Commonwealth Expands Talent Exchange to Connect Students With AdvisorsCommonwealth says it will "foster connections between students and its affiliated advisors" and support needs of affiliated firms.
August 29, 2023
Raymond James Adds $2.6B Securian TeamNorthern California-based Summit Financial Group is joining Raymond James' independent channel.
August 22, 2023
LPL Picks Up $1.5B Advisor Team From KestraWatermark Wealth Management has offices in Arizona and Minnesota.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 08, 2023
RBC Picks Up $1B UBS TeamThe addition is part of RBC's effort to boost its presence in the Great Lakes region, the firm says.