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.
August 29, 2023
Raymond James Adds $2.6B Securian TeamNorthern California-based Summit Financial Group is joining Raymond James' independent channel.
August 22, 2023
LPL Picks Up $1.5B Advisor Team From KestraWatermark Wealth Management has offices in Arizona and Minnesota.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 08, 2023
RBC Picks Up $1B UBS TeamThe addition is part of RBC's effort to boost its presence in the Great Lakes region, the firm says.
August 08, 2023
Hiring Today Is Tough. Here's How to Get It Right.Advisor turnover gives firms the chance to hire replacements with better, and clearer, expectations.
July 28, 2023
LPL Advisor Headcount Hits New HighThe firm expects another strong recruiting quarter ahead, CEO Dan Arnold says.
July 14, 2023
The Secrets Behind Commonwealth's Award-Winning Advisor SatisfactionCEO Wayne Bloom tells ThinkAdvisor why he thinks the firm has topped J.D. Power's rankings 10 years running.
June 27, 2023
New Advisors in Short Supply as 72% of Trainees Fail: CerulliNew research from Cerulli says that firms must work on developing sustainable talent pipelines to combat high attrition.
June 22, 2023
New Study Ties Lack of Advisor Diversity to Local RacismMarkets showing greater animosity toward Black people have lower levels of Black advisor representation, research shows.
June 12, 2023
10 Proven Strategies for Adding Top Advisors to Your FirmNeed to source great talent for your wealth management firm? Consider these insights from two recruiting experts.