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.
July 01, 2014
Kitces’ NPR Announces First CFP Exam Scholarship WinnersNew Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
June 30, 2014
Raymond James' Execs Share Aims at ConfabRaymond James defines itself by its conservative approach to the financial-advice business, and its executives stressed this point when discussing possible acquisitions during the independent channel's national conference held recently in Washington, D.C. When it comes to the advisor space, We do not want to make transformative acquisitions, explained CEO...
June 10, 2014
AIG Advisor Group CEO: ‘Comfortable With Parent Company’The organization, a possible Schorsch target, is hosting its annual Womens Conference this week with a focus on growth.
May 27, 2014
Where Edward Jones Is Tapping TalentThe brokerage has revamped its recruiting strategywith dramatic results.
April 24, 2014
LPL Financial Earnings Hurt by Costs, Slower RecruitingAssets on its independent RIA platform, though, grow nearly 50% to nearly $70 billion.
April 22, 2014
FINRA’s Broker Bonus Rule to Have ‘Chilling Effect’ on Recruiting, Advisors SayFINRAs push to disclose signing bonuses and other compensation would hurt both advisors and investors, some argue.
February 03, 2014
AdvisorHUB’s Impact on Breakaway Broker TrendsThe AdvisorHUB wirehouse comp app could be a real disruptor in the broker-dealer recruiting wars.
January 29, 2014
What’s More Lucrative: Wirehouse Package or Selling Your RIA?Data from AdvisorHUB suggests wirehouse recruiting deals might well unlock more value than selling an RIA firm.
January 15, 2014
Geneos Wealth Names Third-Generation Diachok as PresidentRyan Diachok will become president of the IBD while his uncle Russ Diachok remains CEO.
December 23, 2013
The Waiter Test: Recruiting Tips from Commonwealth's BloomMany broker-dealers speak about the importance of their corporate culture and how careful they are to make sure theres a good fit when they are recruiting new advisors.