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.
Will First Republic Advisors Flee to Bigger Firms?
By Jeff BermanFirst Republic advisors are getting calls from rivals as SVB's failure shakes their firm, a lawyer says.
March 06, 2023
LPL Picks Up $1.45B Advisor Team From Wells FargoCarnegie Private Wealth is the 29th team to join LPL Strategic Wealth Services since it launched in April 2020.
March 02, 2023
How Raymond James Is Cultivating Black Advisor TalentAfter holding its ninth symposium for Black advisors, the firm says it's zeroing in on colleges and universities.
February 24, 2023
Top 15 Financial Advisor Hotspots: 2023These are the metro areas with the most advisors per capita, according to SmartAsset.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 17, 2023
Why Cultural Competencies Matter: LUMINARIES PodcastAttracting diversity to an advisor team is easy; maintaining it is harder, argues Carson Group's Ana Trujillo Limon.
February 16, 2023
Commonwealth Sets Recruiting Record in 2022The firm onboarded 270 advisors with a record-breaking $11.24 billion in client assets, it says.
February 06, 2023
10 Traits of Successful Advisory TeamsFirms that prosper tend to adopt certain practices, according to Paul Cieslik of Capital Group.