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.
RBC Wealth Adds $1B Group From UBS
By Rob BurgessThe Nepa/Susco Team, based in Pennsylvania, specializes in wealth planning.
October 08, 2026
Wirehouse Recruiting Winners and Losers: 5 Trends in 2026Two firms bled advisors, while two posted net gains in the first half of the year, according to Diamond Consultants.
September 23, 2026
Captrust Picks Up $1.2B With Two-Firm DealNew York-based Compass Advisors and Long Island Wealth Management have joined the RIA, bringing seven advisors.
September 14, 2026
Ex-LPL CEO Dan Arnold Has a New GigArnold, who was fired by LPL in 2024, will focus on advisor recruiting and strategic partnerships at Stirlingshire Investments.
September 14, 2026
UBS Nabs $1.4B Team From Morgan StanleyColorado-based Mason Cisney Alcon Wealth Management Group will join the UBS Mountain West market.
August 27, 2026
Wells Fargo Steps Up Wealth Hiring After $1.5B RevampAfter a five-year effort, the wirehouse's latest recruiting push is focused on attracting independent advisors.
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.