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.
LPL Lands $1.6B Team From Cambridge
By Melanie WaddellConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
July 31, 2026
LPL Aims to 'Get Into More Conversations' With Wirehouse, Regional Reps: CEO"We continue to be the disproportionate winner in our traditional markets" for advisor recruiting, said Rich Steinmeier on the firm's latest earnings call.
July 30, 2026
Merrill Nabs $13B Team From Morgan StanleyThe 14-member group will join Merrill's Private Wealth Management office in Boston.
July 24, 2026
Ameriprise CEO: Some Advisor Firm Deals Look 'Crazy'Jim Cracchiolo described the overall business environment as "positive but dynamic" during the firm's recent earnings call.
July 22, 2026
Cresset Adds $1.1B Advisory TeamNick Smith and Chris Tiano were previously directors at Lazard Wealth.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 01, 2026
6 Things That Matter Most When Advisors Switch FirmsThe firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.
June 22, 2026
New Planners Are Being Shut Out of RIAs Despite Advisor ShortageIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.