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.
UBS Nabs $1.8B Wells Fargo Private Bank Team
By Jeff BermanThe three-person team has joined UBS in the South Florida market.
Janney Picks Up $1.35B Team From Merrill
LPL Grabs Team of 20 From Advisor Group
April 15, 2021
12 Worst States for Working From HomeWalletHub compared states on metrics like power costs, home size and even swimming pool availability.
April 15, 2021
$800M Texas Team Splits From Kestra, Joins LPLFort Worth-based Gus Bates Insurance & Investments joins LPL's BD, hybrid RIA and custodial platforms.
April 13, 2021
Journey Strategic Wealth Expands, Opens San Francisco OfficeThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
April 12, 2021
Carson Group Adds Ex-JPMorgan AdvisorChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.
April 12, 2021
RIA Integrated Partners Added Over $600M in Assets During Q1Advisor Mark Mitamura and his team are among the latest recruits added to RIA Integrated Partners.
April 12, 2021
$650M Merrill Team Makes a Break for Independence With LPLThe South Carolina-based advisors formed the independent firm NorthEnd Private Wealth.
April 08, 2021
12 Best States for Working From HomeWalletHub used 12 metrics to compare the 50 states and D.C. on work environment and living environment.