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.
Ramon Casanova Rises at New York Life
By Allison BellThe company's new life insurance solutions head has been rising through its ranks for more than 20 years.
February 28, 2025
Prudential Names Pat Hynes to Lead Retail and Advice ArmHe'll oversee relationships with 2,800 advisors and planners.
February 27, 2025
LPL Adds $1.15B Wells Fargo FiNet Team in CaliforniaTownsgate Wealth Management, founded in 2016, has grown into an ensemble practice serving wealthy investors.
February 26, 2025
Life, Health and Annuity Sales and Marketing Hiring May Hold SteadyCompanies seem to be more interested in managers. Merit raises could be low.
February 24, 2025
How Interactive Brokers Is Fighting for Advisor TalentThe firm doubled its RIA assets in 2024, Executive Vice President Steve Sanders tells ThinkAdvisor.
February 21, 2025
With Ban on Non-Competes in Limbo, Forfeiture Provisions Face Legal ScrutinyCourts and the Federal Trade Commission address limits that employers place on departing employees' options.
February 18, 2025
How Raymond James Smashed Recruiting and Profit GoalsGiving advisors an array of affiliation options remains a critical strategy, firm executive Tash Elwyn says.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.