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.
Fidelity Taps New Leader for $4T Personal Investing Division
By Jeff BermanJoanna Rotenberg is to join the firm in November after 11 years at BMO Financial Group, replacing Kathy Murphy.
September 08, 2021
Alex. Brown Adds Advisors Managing Over $1B From Wells Fargo, AvanzaThe advisors join the Raymond James division's offices in Miami and New York as Alex. Brown continues to expand in those markets.
September 08, 2021
Goldman, United Capital Veteran Named New FiComm PresidentWealth management expert Tim Welsh's role at FiComm, meanwhile, is expanding.
September 03, 2021
Schwab's 'Aggressive' Hiring Plan Includes 450 Jobs in AustinThe new hires will join the firm's 2,750 employees now based there, Schwab says.
September 02, 2021
Inflation Fears, Labor Woes Dim Execs' Optimism: SurveyAICPA found that 77% of executives surveyed are particularly concerned about raw material and labor costs.
August 20, 2021
Preparing a Financial Planning Student: From Intern to Potential PartnerCommonwealth has set up a process to introduce young people in financial planning programs to the business.
August 18, 2021
Consulting Firm FP Transitions Adds TD Ameritrade, FPA VeteransThe additions also include a former executive of E-Trade and Fidelity.
August 17, 2021
Advisory Firms Face Employee Retention Risks, Tough Hiring Market: DeVoeMany advisors are looking to make a move as employee morale suffers and job opportunities are on the rebound.