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.
Ex-LPL CEO Dan Arnold Has a New Gig
By Melanie WaddellArnold, who was fired by LPL in 2024, will focus on advisor recruiting and strategic partnerships at Stirlingshire Investments.
August 26, 2026
LPL Lands $1.6B Team From CambridgeConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 14, 2026
Cambridge Adds 186 Advisors in First Half of 2026The firm is a destination for advisors bought up by "mega consolidators and serial M&A shops," an exec says.
July 31, 2026
LPL Aims to 'Get Into More Conversations' With Wirehouse, Regional Reps: CEO"We continue to be the disproportionate winner in our traditional markets" for advisor recruiting, said Rich Steinmeier on the firm's latest earnings call.
July 30, 2026
Merrill Nabs $13B Team From Morgan StanleyThe 14-member group will join Merrill's Private Wealth Management office in Boston.
July 24, 2026
Ameriprise CEO: Some Advisor Firm Deals Look 'Crazy'Jim Cracchiolo described the overall business environment as "positive but dynamic" during the firm's recent earnings call.
July 22, 2026
Cresset Adds $1.1B Advisory TeamNick Smith and Chris Tiano were previously directors at Lazard Wealth.