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.
Rockefeller Recruits $2B UBS Team in New York
By John ManganaroThe Entrepreneur Group is led by Emily Kramer Rubin, Kenneth Shapiro and Thomas Livaccari.
July 10, 2025
Why These Commonwealth Advisors Are Happily Giving LPL a ChanceLPL's leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
July 02, 2025
Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex SplitReports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 16, 2025
Wells Fargo Revises Rules on Internal FiNet TransfersFirms in the indie channel must hire one outside advisor meeting a revenue target for each transfer, says Terrana Group's Samantha Sferas.
June 16, 2025
Cetera to Commonwealth Advisors: We Know You’re Not Happy"It's clear that some firms are trying to buy their way out of the chaos ... that comes from joining them," LPL said.
June 10, 2025
The No. 1 Thing Advisors Want When They Switch FirmsUnhappy advisors are quicker to move as new tech has made the process easier, recruiter Derrick Friedman says.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.