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.
‘No Evidence’ DOL Rule Is Hurting Recruiting: Raymond James
By Janet LevauxThough Morgan Stanley says the fiduciary standard is slowing advisor movement, the independent advisor group begs to differ.
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.
December 22, 2016
Wirehouses Reps Move to Baird, RBC: Recruiting RoundupMeanwhile, two LPL-affiliated wealth firms with $2 billion in combined assets plan to merge.
November 02, 2016
$500M Wells Fargo Team Moves to RBC Wealth: Recruiting RoundupMeanwhile, both Merrill Lynch and HighTower Advisors announce new reps and executive appointments.