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.
Brother-Sister Duo Emerges From JPMorgan as 'Unconquered' Wealth Team
By Jeff BermanThe advisors, who managed $1 billion in assets, launched The Invictus Collective with Dynasty Financial Partners.
May 11, 2021
2 Merrill Teams Dash to UBS in Northern CaliforniaThe new recruits include a three-person team managing $725M who join UBS' Roseville branch and a team in San Francisco.
May 10, 2021
Cetera Adds $2.4B RIA From MassMutualTotus Wealth Advisors has offices in Houston and the Woodlands, Texas, with plans to expand.
May 10, 2021
FA Match Adds Recruiting ExecsAmong those joining the advisor recruiting platform are Amy Rizzo and Michael Gardia, who will be managing directors.
May 10, 2021
Edward Jones Restarts Advisor Hiring After Q1 Headcount DipsThe firm ended the quarter with 18,967 advisors, down 60 from a year ago, it says in an SEC filing.
May 05, 2021
Raymond James Nabs $1.08B Advisor Team From UBSThe Silver Liberatore Group joins Raymond James in Deer Park, Illinois.
May 03, 2021
Sanctuary Wealth Scores 'Biggest Win to Date' in Recruiting $1.5B Merrill TeamQuorum Private Wealth had operated as the Barry & Milligan Group at Merrill.
April 30, 2021
Raymond James Touts Success of Its Beefed-Up Recruiting PackagesThe company's advisor headcount rose in Q2, CEO Paul Reilly says.