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.
Recruiting & Retaining the Next Generation of Advisors
By SS&C AdventBy implementing the right tech platforms, wealth management firms can attract a new generation of advisors and ensure growth and proper succession planning in the process.
November 29, 2017
RBC Wealth Nabs UBS Branch Manager: Recruiting RoundupMeanwhile, Janney brings on advisors from Merrill and Wells Fargo, and Raymond James independent channel picks up a Wells team
November 27, 2017
Will More Firms Leave the Broker Protocol?Morgan Stanley's recent decision to leave the protocol has thrown a wrench into the current recruiting environment, which has been on a tear.
November 27, 2017
UBS Exits Protocol, Creating ‘New World’ for Advisors, ClientsThe departure will impact reps and clients, says Danny Sarch, though Mark Elzweig sees things differently.
November 16, 2017
Securities America Adds $446M All-Women RIA: Recruiting RoundupMeanwhile, RBC draws teams from Wells Fargo and UBS, and Ameriprise brings on a group from Merrill Lynch.
November 14, 2017
Will More Firms Leave Broker Protocol?After Morgan Stanley's exit, the recruiting scene could shift in a variety of ways, says one industry watcher.
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.