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.
February 24, 2023
Top 15 Financial Advisor Hotspots: 2023These are the metro areas with the most advisors per capita, according to SmartAsset.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 17, 2023
Why Cultural Competencies Matter: LUMINARIES PodcastAttracting diversity to an advisor team is easy; maintaining it is harder, argues Carson Group's Ana Trujillo Limon.
February 16, 2023
Commonwealth Sets Recruiting Record in 2022The firm onboarded 270 advisors with a record-breaking $11.24 billion in client assets, it says.
February 06, 2023
10 Traits of Successful Advisory TeamsFirms that prosper tend to adopt certain practices, according to Paul Cieslik of Capital Group.
February 03, 2023
Cetera Lured Advisors With $13B of Assets in 2022The results represented a record year for Cetera and were up from about $10 billion in 2021.
January 31, 2023
How RIAs Can Wow Young Talent: LUMINARIES PodcastSchwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
January 30, 2023
Emerging CPA Shortage Is a Solvable Problem: AICPAThe talent challenges facing the CPA industry closely resemble those facing the RIA industry.
January 25, 2023
New Recruits Brought $8.5B to Kestra in 2022The firm added 80 advisors and brokers, many citing Kestra's size as a reason for joining the network.
January 23, 2023
Debate: Should Non-Compete Agreements Be Banned?Our experts share their viewpoints on whether the FTC's proposed ban would be beneficial to companies and workers.