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.
Baird, Stifel Nab Wirehouse, Other Reps: Recruiting Roundup
By Janet LevauxMeanwhile, Janney adds advisors from Raymond James in the Carolinas, and RIA Mercer Global Advisors buys a wealth group in Denver.
July 18, 2019
Wealth Enhancement Group Adds $1B RIA: Recruiting RoundupMeanwhile, Raymond James brings on two wirehouse teams with over $720 million, and LPL nabs teams with a total of $235 million.
July 10, 2019
Janney Picks Up 27 Wirehouse Reps: Recruiting RoundupThe advisors joined over the past six months from Merrill, Wells Fargo and Morgan Stanley; plus, a $215 million team has left Morgan Stanley to form its own RIA.
July 01, 2019
Stifel, RBC Pick Up Wirehouse Reps: Recruiting RoundupAdvisors continue to leave Merrill Lynch, Wells Fargo and other firms.
June 06, 2019
RBC Nabs 2 Family Teams From Wells Fargo: Recruiting RoundupMeanwhile, advisors in Idaho and Texas joined LPL's platform.
April 25, 2019
Janney, RBC Wealth Add Reps From Rivals: Recruiting RoundupPlus, Securities America and CUSO Financial recruit groups with $200 million and $603 million, respectively.
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.