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.
Banks Lay Groundwork for Mass Workforce Cuts as AI Takes Hold
By Meg ShortMany financial executives are in agreement: Jobs will be cut as AI is implemented.
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.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
April 13, 2026
LPL's Recruiting Chief to DepartScott Posner, who joined the firm in 2008, will stay through June to assist with a transition.
March 25, 2026
Edward Jones Saw Uptick in Senior Advisor Exits in 2025: ReportPossible drivers include retirement, changes at the firm and a desire to own their books, Muriel Consulting suggests.