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.
Stifel, RBC Pick Up Wirehouse Reps: Recruiting Roundup
By Janet LevauxAdvisors continue to leave Merrill Lynch, Wells Fargo and other firms.
April 18, 2019
LPL, Raymond James Nab Wirehouse Reps: Recruiting RoundupPlus, Steward Partners secures a $50 million investment; RIA Integrated Financial Partners adds a team.
April 11, 2019
Janney Nabs 14 Wirehouse Reps, as Baird Grabs 4: Recruiting RoundupThe firms are bringing over advisors from Merrill Lynch, Wells Fargo and UBS; meanwhile, Raymond James picks up a three Wells Fargo FAs.
March 28, 2019
Wirehouse Reps Move to Raymond James, Ameriprise and LPL: Recruiting RoundupThe advisors join these BDs from Merrill Lynch and Wells Fargo; plus, Securities America says six hybrid advisors are now affiliated with it and Arbor Point Advisors.
March 21, 2019
JPMorgan to Use Games, Not Visits, in Investment-Bank RecruitingThe bank's partner on the games is Pymetrics, an artificial intelligence hiring startup.
March 21, 2019
Morgan Stanley Loses Advisors to Raymond James, RIA: Recruiting RoundupMeanwhile, Baird adds an advisor from Wells Fargo, and Ameriprise picks up a former LPL Financial affiliated rep.
March 14, 2019
Raymond James, Stifel Nab $395M Wirehouse Reps: Recruiting RoundupMeanwhile, Securities America and LPL Financial share details on advisors they have added from Questar Capital and U.S. Bancorp.
March 06, 2019
Wells Fargo Unleashes 'Category Killer' Succession ProgramThe program includes an award for retiring reps equal to 25% of yearly fees and commissions.