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.
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come Knocking
By John ManganaroLPL wants the just-acquired firm's advisors to sign on by June 1. But many have other options.
April 03, 2025
Wells Fargo Advisors Nabs LPL Recruiting ExecFarhad Firoozi joined the wirehouse on Tuesday and will focus on growing its independent advisor channel.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.
March 31, 2025
Recruiter Tells Commonwealth, LPL Advisors: Don't PanicWhile the acquisition will have broad implications, LPL is an "absolute pro" at integrating advisors, Louis Diamond says.
March 27, 2025
Here's What Separates the Best Wealth Advisors From the RestYour clients assume you're knowledgeable, but how you deliver advice is key, longtime educator Phil Buchanan says.
March 21, 2025
9 Most Active Acquirers in Wealth: 2024Volume hit a record high of 366 deals, with average assets per transaction of $1.4 billion, Echelon found.
March 20, 2025
The Big Firms That Gained, and Lost, the Most Advisors in 2024One firm added a net 2,923 advisors, while the "winning" wirehouse lost 55.
March 19, 2025
Hiring Income Planners Is Still HardGarrett Burrow thinks it will come down to a battle between the sellers and the educators.