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.
Mercer Taps RIA Veteran for New Role, Cetera Promotes Exec: Recruiting Roundup
By Janet LevauxMartine Lellis has 18 years of experience in financial services business, while Connie Gregory has more than 25.
October 17, 2019
Raymond James, Stifel Add Wirehouse Reps: Recruiting RoundupMeanwhile, LPL Financial brings on advisors from JPMorgan and 1st Global.
September 24, 2019
How to Win Amid the Hiring FrenzyThe tight market for the best new talent means owners also have to get their resumes into shape.
September 05, 2019
Baird, Stifel Nab Wirehouse, Other Reps: Recruiting RoundupMeanwhile, Janney adds advisors from Raymond James in the Carolinas, and RIA Mercer Global Advisors buys a wealth group in Denver.
August 08, 2019
Stifel, LPL Nab Wirehouse Reps: Recruiting RoundupMeanwhile, Carson Group welcomes an eight-member team in Northern California.
August 01, 2019
Raymond James, Steward Add Wirehouse Teams: Recruiting RoundupMeanwhile, LPL Financial picks up advisors from Ameriprise and Wells Fargo Finet.
July 18, 2019
Wealth Enhancement Group Adds $1B RIA: Recruiting RoundupMeanwhile, Raymond James brings on two wirehouse teams with over $720 million, and LPL nabs teams with a total of $235 million.
July 10, 2019
Janney Picks Up 27 Wirehouse Reps: Recruiting RoundupThe advisors joined over the past six months from Merrill, Wells Fargo and Morgan Stanley; plus, a $215 million team has left Morgan Stanley to form its own RIA.