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.
15 Advisors Moved to Janney in Q2 From Merrill, Wells Fargo, Other Rivals
By Jeff BermanThe recruits added more than $3.8 billion in assets under advisement to Janney during the quarter.
June 25, 2021
Investors Prefer Advisors Similar to Them: SurveyFinancial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey has found.
June 25, 2021
How to Avoid Staff Turnover HeadachesHiring the wrong person for an undefined job can only lead to failure, for both employee and employers.
June 25, 2021
Five Ways Employers Can Avoid Discrimination ActionsTraining employees on procedures is as important as finding talent.
June 24, 2021
Pushed by Pandemic, $842M Merrill Team Leaps to Raymond JamesWorking from home, "we felt that it was finally a good time for us to revisit what we want our business to look like," the team's managing director says.
June 21, 2021
LPL Nabs $1.3B Team From Wells FargoThe new independent practice Boggs & Co. launches in Cumberland, Maryland.
June 16, 2021
LPL Expands Custodial Service for Fee-Only AdvisorsLPL may have to convince its thousands of IBD reps that it isn't creating a new rival, Nexus Strategy CEO Timothy Welsh says.
June 15, 2021
LPL Nabs $1.2B Team From UBSThe 10-member Puzzle Wealth Solutions team has joined LPL's BD, hybrid RIA and custodial platforms.