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 Exits Protocol, Creating ‘New World’ for Advisors, Clients
By Janet LevauxThe departure will impact reps and clients, says Danny Sarch, though Mark Elzweig sees things differently.
October 26, 2017
Raymond James Has Near-Record Recruiting YearExecs Scott Curtis and Tash Elwyn talk to ThinkAdvisor about why recruiting in the independent and employee channels is strong, with no sign of slowing.
October 19, 2017
Securities America Adds $1.35B Group From LPL: Recruiting RoundupPlus, Woodbury Financial, Ameriprise, LPL, Raymond James and Janney share details on their newest recruits.
September 14, 2017
Focus Financial Adds $1.5B RIA in North Carolina: Recruiting RoundupKestra, Dynasty, Securities America, FiNet, Janney, Mercer and RBC announce new advisors and teams.
September 13, 2017
What Matters to Reps: 2017 Broker-Dealers of the Year on RecruitingAt the 2017 Broker-Dealers of the Year roundtable in Chicago, we asked the winners to tell us what they were hearing in recruiting meetings.
July 06, 2017
Raymond James Adds $1B RIA Partner in Texas: Recruiting RoundupMeanwhile, First Republic Bank brings on two wealth teams from UBS and Merrill Lynch in the Golden State.
June 22, 2017
Raymond James, Dynasty Add Big Wirehouse Teams: Recruiting RoundupMeanwhile, Cetera attracts a group with 55 indie advisors in Southern California.
May 04, 2017
RBC, Amerprise Add Wirehouse Reps: Recruiting RoundupMeanwhile, Raymond James grabs a Morgan Stanley executive; CapTrust brings InTrust into its network.