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.
Growth of Indie RIAs Rolls On: Cerulli
By Ryan W. NealAs more advisors move into it, the RIA channel is poised to control nearly one-third of industry assets by 2027.
October 24, 2023
14 Signs Wealthy Prospects Are Ready to CommitPeople give off signals. Often, they don't even know it.
October 13, 2023
50th Team Joins LPL Employee Advisor ChannelThe firm also picked up an advisor team from RBC.
October 04, 2023
LPL Adds $1B Team to Employee Advisor ChannelThe three-person team joined Linsco by LPL Financial from Fifth Third Private Bank and launched PB FAM Private Wealth.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 18, 2023
LPL Nabs $1.2B Father-Son Team From Morgan StanleyThe Francis Group opted to affiliate with LPL Strategic Wealth Services, LPL's supported independence business model.
September 06, 2023
Commonwealth Expands Talent Exchange to Connect Students With AdvisorsCommonwealth says it will "foster connections between students and its affiliated advisors" and support needs of affiliated firms.
August 29, 2023
Raymond James Adds $2.6B Securian TeamNorthern California-based Summit Financial Group is joining Raymond James' independent channel.