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.
Wells Fargo Doubles Recruiting; Starts a New Ad Campaign
By Janet LevauxWells Fargo Advisors Recruited 545 veteran financial advisors in the first eight months of 2008 and has nearly doubled that figure in the same period...
March 11, 2009
Five Questions for the Top Recruiter at UBSPaul Santucci, who leads recruiting for UBS Wealth Management U.S., explains how the broker-dealer has been on a tear in the United States. What is...
March 11, 2009
Time to Stay or Go?This is the fourth part of an ongoing series written by Steven Insel for advisers evaluating recruiting packages, retention packages, plans to set up their...
March 01, 2009
UBS Taps Top FAs in Texas, Shores Up U.S. Wealth ManagementWhile fierce speculation continues about the future of UBS' U.S. wealth-management operations, the Swiss-based firm added 274 advisors in the fourth quarter of 2008 and...
January 01, 2009
Five Questions for the Top RecruiterWhat's the current environment? We are having a record recruiting year and should be up 15 or 20 percent year over year for 2008 vs. 2007,...
December 01, 2008
Time for Action!For years, the U.S. economy was like the 2007 New England Patriots: undefeated, untarnished. How the mighty have fallen. It's time now for financial advisors to...
December 01, 2008
Today's Recruiting MarketThe bad news for advisers considering a move (and the good news for shareholders) is that the recruiting "bubble" we've experienced for the last two...
September 30, 2008
Just say 'no' ... and success will follow (Part 2)When it comes to recruiting new clients, are you a "yes-man"? Do you work with everyone regardless of need, resources and temperament? If so, you could be making a big mistake. But it's not too late to change. Just ask the advisor