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.
6 Things That Matter Most When Advisors Switch Firms
By Eric KittnerThe firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.
June 11, 2026
Banks Lay Groundwork for Mass Workforce Cuts as AI Takes HoldMany financial executives are in agreement: Jobs will be cut as AI is implemented.
May 27, 2026
How to Overcome the Hidden Bottleneck in Advisor RecruitingThe real risk is in winning recruits and then handling everything that must happen after they say yes.
May 26, 2026
LPL Financial Adds $1B Cebert WealthThe advisory firm primarily serves residents of The Villages, the central Florida retirement community.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 15, 2026
Integrated Partners Adds $850M City Square Wealth ManagementThe firm now boasts $25 billion in assets under advisement, according to its president, Andree Mohr.
May 07, 2026
Fidelity Cuts 800-1,000 Jobs: ReportsAt the same time, several thousand new employees may be hired, according to news reports.