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.
New Planners Are Being Shut Out of RIAs Despite Advisor Shortage
By Jane Wollman RusoffIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.
May 27, 2026
How to Overcome the Hidden Bottleneck in Advisor RecruitingThe real risk is in winning recruits and then handling everything that must happen after they say yes.
May 26, 2026
LPL Financial Adds $1B Cebert WealthThe advisory firm primarily serves residents of The Villages, the central Florida retirement community.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 15, 2026
Integrated Partners Adds $850M City Square Wealth ManagementThe firm now boasts $25 billion in assets under advisement, according to its president, Andree Mohr.
May 07, 2026
Fidelity Cuts 800-1,000 Jobs: ReportsAt the same time, several thousand new employees may be hired, according to news reports.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.