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.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
May 18, 2023
First Command Sues LPL Over Alleged Advisor PoachingThe military-focused firm says LPL recruited three of its advisors and caused them to violate agreements.
May 12, 2023
7 Moves for Winning the Next Generation of ClientsWealth inheritors are hungry for financial advice. Can you satiate their appetite?
May 10, 2023
Edward Jones Advisor Headcount Ticks UpThe firm added 78 advisors from a year earlier and said it will hire 1,500 by Dec. 31.
April 28, 2023
Sanctuary Wealth Picks Up $1B Advisory Team From MerrillThe Sanctuary Wealth network now has about $25 billion in assets under advisement, Sanctuary said.
April 26, 2023
We Must Have More AdvisorsA top Northwestern Mutual executive believes the answer lies in the mission.
April 24, 2023
Cetera Lured Advisors With Nearly $3B in Assets in Q1The achievement came after the firm reported adding $13 billion in assets through organic recruiting in 2022.
April 05, 2023
Could Non-Compete Agreements Be Finished?A proposed rule from the Federal Trade Commission could require employers to rescind almost all existing non-compete clauses.
April 04, 2023
CFP Board Rolls Out Scholarship to Support Next-Gen WomenCFP Board says women made up almost 30% of new CFP professionals last year but adds there's "still much work to be done."
April 03, 2023
Is Sieg's Departure 'Beginning of the End' for Merrill's Thundering Herd?There's a risk the Merrill brand could be phased out over the next few years, says industry consultant Jeff Nash.