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.
Merrill Lynch Adds Duo From Wells Fargo Private Bank: Recruiting Roundup
By Janet LevauxMeanwhile, the $600 million investment arm of Prosperity Bank affiliates with Raymond James Institutions unit.
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.
October 27, 2016
Baird, RBC Wealth Add Advisors From Wells Fargo: Recruiting RoundupMeanwhile, Raymond James picks up a $1.5 million team from UBS in St. Louis.