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.
8 Big Advisory Firms With Lots of CFPs
By John ManganaroThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
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.
June 22, 2023
New Study Ties Lack of Advisor Diversity to Local RacismMarkets showing greater animosity toward Black people have lower levels of Black advisor representation, research shows.
June 12, 2023
10 Proven Strategies for Adding Top Advisors to Your FirmNeed to source great talent for your wealth management firm? Consider these insights from two recruiting experts.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
May 18, 2023
First Command Sues LPL Over Alleged Advisor PoachingThe military-focused firm says LPL recruited three of its advisors and caused them to violate agreements.