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.
LPL Nabs $1.2B Father-Son Team From Morgan Stanley
By Jeff BermanThe Francis Group opted to affiliate with LPL Strategic Wealth Services, LPL's supported independence business model.
August 22, 2023
LPL Picks Up $1.5B Advisor Team From KestraWatermark Wealth Management has offices in Arizona and Minnesota.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 08, 2023
RBC Picks Up $1B UBS TeamThe addition is part of RBC's effort to boost its presence in the Great Lakes region, the firm says.
August 08, 2023
Hiring Today Is Tough. Here's How to Get It Right.Advisor turnover gives firms the chance to hire replacements with better, and clearer, expectations.
July 28, 2023
LPL Advisor Headcount Hits New HighThe firm expects another strong recruiting quarter ahead, CEO Dan Arnold says.
July 14, 2023
The Secrets Behind Commonwealth's Award-Winning Advisor SatisfactionCEO Wayne Bloom tells ThinkAdvisor why he thinks the firm has topped J.D. Power's rankings 10 years running.
June 27, 2023
New Advisors in Short Supply as 72% of Trainees Fail: CerulliNew research from Cerulli says that firms must work on developing sustainable talent pipelines to combat high attrition.