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.
Osaic Taps Ex-Raymond James Exec as President
By John ManganaroShannon Reid will lead advisor recruiting, retention and engagement initiatives while partnering across the organization.
November 13, 2025
Why Advisory Firms Are Chasing 'The Same Person'With headcounts not expanding, successful advisors have options to grow their books, recruiter David Testerman maintains.
November 06, 2025
Voya and Corebridge Prepare for 401(k) 'Asset Recapture'For nonprofit employer plans, the financial services firm's rollover recapture rate is over 15%.
November 03, 2025
Ameriprise CEO Wonders If Some Competitors Are 'Overlevered'The prices rivals are paying to lure advisors away look unsustainable over the long term, Jim Cracchiolo says.
October 30, 2025
Small-Business Owners Value Professional Advice: EquitableIn the interconnected nature of professional support, trust in an advisor often leads to a broadened network, research finds.
October 28, 2025
To Close the Talent Gap, Let Advisors BuildWhen next-gen financial professionals are only handed books, it can unintentionally limit their long-term growth.
October 21, 2025
Wells Fargo Advisors' 2026 Comp Plan Boosts Pay for Multi-Gen AccountsThe firm is maintaining the core structure of its compensation plan for the fifth year in a row.
October 20, 2025
Dynasty and Diamond Roll Out Transition Help for $1B Advisor TeamsThe Breakaway Investment Banking Initiative is intended to help elite teams decide on their next move.