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.
6 Ways for RIAs to Win Next-Gen Advisors
By Victoria ZhuangKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
February 20, 2024
Kestra Adds $9.5B in New AssetsThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.
February 14, 2024
Commonwealth Continues Strong Recruiting, Looks for More in 2024The firm's chief business development officer says momentum from record years in 2022 and 2023 continues to build.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
January 24, 2024
Happy Advisors Are Part of Something Bigger: Tim GerendNorthwestern Mutual's chief distribution officer discussed how he's working to attract great advisors.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
November 29, 2023
Advice Industry Needs More Women: Carson GroupUnderrepresentation of women can hurt firms that are not staffed appropriately to meet the clients' changing needs.