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.
Diamond Consultants Moves Into Executive Search
By Janet LevauxThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.
January 07, 2025
Orion Nabs Another Former Envestnet Exec to Lead OperationsArun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
January 06, 2025
Citi Wealth Taps J.P. Morgan Wealth Exec for Investment Advisory RoleMarc Turansky most recently led advisory programs at J.P. Morgan Wealth Management.
December 23, 2024
Merrill to Settle Overtime Suit for $4.9MThe firm is establishing a fund to settle allegations that it underpaid certain salaried advisors and trainees.
December 20, 2024
Concurrent Appoints Retirement Division HeadDavid Montgomery comes to the advisory group from OneDigital.
December 20, 2024
Berthel Fisher Names Recruiting LeaderDan Meehan, formerly of Arete Wealth, will lead recruiting and acquisition strategies for the $10 billion hybrid shop.
December 19, 2024
Schwab Seeks to Block Former Advisor From Soliciting ClientsThe firm wants to block its former advisor, Robert Van Ortega, from soliciting clients for his new RIA.
December 18, 2024
FINRA Awards $4.8M to Baird in Raymond James Poaching DisputeThe payments represent only a fraction of the $74 million in damages sought by the wealth management firm.