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.
September 16, 2020
What Do Raymond James' Layoffs Mean for Advisor Recruiting?The firm added a net 251 advisors in the past year. Will that trend continue as it cuts workers in other roles?
August 13, 2020
LPL Grabs $800M Securities America Team: Recruiting RoundupMeanwhile, RBC picks up a $675 million Morgan Stanley group, and Dynasty helps lead a $360 million Merrill duo to independence.
May 21, 2020
Raymond James, RBC and LPL Nab Wirehouse Reps Virtually: Recruiting RoundupThe firms recently added advisors from UBS, Morgan Stanley and Wells Fargo, despite the pandemic-related shutdown.
April 20, 2020
Advisor Group Grabs Another LPL ExecThe news comes two months after Advisor Group acquired Triad and four other BDs from Ladenburg Thalmann.
February 13, 2020
Stifel Nabs $332M Merrill Reps in TexasMeanwhile, a Woodbury Financial Services affiliate adds a father-daughter team with $115 million in North Carolina.
January 23, 2020
LPL, Raymond James Grab Wirehouse Reps: Recruiting RoundupThe rival broker-dealers pick up advisors from Wells Fargo and UBS; LPL adds eight FAs from Advisor Group.
January 16, 2020
Mercer Taps RIA Veteran for New Role, Cetera Promotes Exec: Recruiting RoundupMartine Lellis has 18 years of experience in financial services business, while Connie Gregory has more than 25.
December 26, 2019
Will the Lull in Advisor Recruiting Last?Recruiters talk to ThinkAdvisor about the latest trends in advisor movement and what lies ahead in the indie and wirehouse channels.
December 12, 2019
Securities America Nabs $565M Ameriprise Team: Recruiting RoundupMeanwhile, LPL Financial, Cetera and Raymond James bring on advisors from rivals.
October 17, 2019
Raymond James, Stifel Add Wirehouse Reps: Recruiting RoundupMeanwhile, LPL Financial brings on advisors from JPMorgan and 1st Global.