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.
Raymond James, Dynasty Add Big Wirehouse Teams: Recruiting Roundup
By Janet LevauxMeanwhile, Cetera attracts a group with 55 indie advisors in Southern California.
April 13, 2017
Merrill Lynch Adds Duo From Wells Fargo Private Bank: Recruiting RoundupMeanwhile, the $600 million investment arm of Prosperity Bank affiliates with Raymond James Institutions unit.
April 06, 2017
Focus Financial Nabs $2.7B RIA; Raymond James Adds Wirehouse Rep: Recruiting RoundupMeanwhile, U.S. Trust hires a philanthropic sales director and S2K brings on a due diligence executive.
March 22, 2017
Raymond James Adds Team of Women From Morgan Stanley: Recruiting RoundupMeanwhile, TD Wealth grabs a group in New Jersey from Wells Fargo.
March 03, 2017
Recruiting Scene: Wirehouses Lose a Few, Win a FewFocus adds a breakaway group, Raymond James picks up a trio, and Morgan Stanley nabs a high-net-worth team.
March 01, 2017
Dynasty Lands $750M Wirehouse Group in Houston: Recruiting RoundupMeanwhile, Ameriprise shares the names of its newest advisors; GW&K announces the names of recently tapped partners.
February 23, 2017
Triad Adds OSJ With 11 Reps, $5B in Assets: Recruiting RoundupMeanwhile, Cambridge promotes executive; Echelon Partners taps ex-LPL M&A specialist, others for new roles.
January 11, 2017
Mercer Adds New York RIA; 2 Groups Rejoin SII Investments: Recruiting RoundupThe RIA in the Big Apple has $100 million in assets, while the California and New Jersey advisor groups have a total of $220 million.