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.
November 02, 2023
Raymond James Names New Head of Indie Advisor UnitShannon Reid (right) will take the reins from Jodi Perry on Jan. 1.
October 31, 2023
Growth of Indie RIAs Rolls On: CerulliAs more advisors move into it, the RIA channel is poised to control nearly one-third of industry assets by 2027.
October 27, 2023
LPL Continues Recruitment Strength in Q3Business development head Richard Steinmeier pointed to the firm's new affiliation models for advisors.
October 26, 2023
Raymond James Picks Up $3B Cetera-Affiliated Advisor TeamThe wealth management firm adds to its Financial Institutions Division with 50 professionals from Columbia Wealth Advisors.
October 24, 2023
14 Signs Wealthy Prospects Are Ready to CommitPeople give off signals. Often, they don't even know it.
October 13, 2023
50th Team Joins LPL Employee Advisor ChannelThe firm also picked up an advisor team from RBC.
October 04, 2023
LPL Adds $1B Team to Employee Advisor ChannelThe three-person team joined Linsco by LPL Financial from Fifth Third Private Bank and launched PB FAM Private Wealth.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 18, 2023
LPL Nabs $1.2B Father-Son Team From Morgan StanleyThe Francis Group opted to affiliate with LPL Strategic Wealth Services, LPL's supported independence business model.
September 06, 2023
Commonwealth Expands Talent Exchange to Connect Students With AdvisorsCommonwealth says it will "foster connections between students and its affiliated advisors" and support needs of affiliated firms.