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.
How Firms Can Attract Both Advisors and Clients
By John ManganaroLouis Diamond and April Rudin discuss how to meet this recruiting and marketing challenge.
February 11, 2025
What Clients Really Want to Hear From Advisors: Ex-Merrill ExecJohn Thiel, who just launched an RIA, discusses what he seeks in advisors and why he left Merrill.
February 04, 2025
Rockefeller Lures $1B Team From JanneyThe upstate New York group has served individual, charitable and small-business clients.
January 31, 2025
Raymond James Beats Estimates, Stops Reporting Quarterly Advisor HeadcountIndustry watchers say they don’t see a downside to the firm's new approach to disclosing this data.
January 30, 2025
Ameriprise Favors Advisor Recruiting Over Asset Manager DealsTo CEO Jim Cracchiolo, wealth management firm acquisition prices look high.
January 30, 2025
LPL Nabs $1B Advisory Team From Osaic in CaliforniaSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.
January 28, 2025
Mariner CEO Personally Called Planner, Edelman Says in Poaching SuitMariner requested Edelman's non-solicitation agreement and advised the planner on how to defend against a lawsuit, Edelman contends.
January 24, 2025
Diamond Consultants Moves Into Executive SearchThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.