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.
Pushed by Pandemic, $842M Merrill Team Leaps to Raymond James
By Jeff BermanWorking from home, "we felt that it was finally a good time for us to revisit what we want our business to look like," the team's managing director says.
June 15, 2021
LPL Nabs $1.2B Team From UBSThe 10-member Puzzle Wealth Solutions team has joined LPL's BD, hybrid RIA and custodial platforms.
June 14, 2021
Merrill Exec Expects New, Shorter Advisor Program to Quadruple Success RateThe firm's new 18-month Advisor Development Program should increase its advisor success rate to 80%, Andy Sieg says.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 08, 2021
Schwab: Advisors 'Bullish' on Growth, but Barriers Remain for RIAsNew forms of competition continue to represent the largest hurdle, according to the firm's latest Independent Advisor Outlook Study.
June 04, 2021
This Raymond James Affiliate Added 10 Advisor Teams in 2021The new teams boost Concurrent's network to 125 advisors in 55 offices, including its first in Kansas.
June 03, 2021
Why Some Advisory Firms Struggle With RecruitingBNY Mellon Pershing's Christina Townsend talks to ThinkAdvisor about recruiting mistakes to avoid and how to boost diversity.
June 03, 2021
UBS Nabs $10.5B Advisor Team From J.P. Morgan Private BankThe six-person advisor team joins UBS Private Wealth Management in San Francisco.