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.
Raymond James Nabs $1B Retirement Team From Morgan Stanley
By John ManganaroNick Takahashi leads a group of seven advisors set to focus on corporate executives, families and retirees.
May 23, 2024
LPL Adds $4.6B Lincoln Team, $705M Merrill DuoPilot Financial of North Carolina moves with 105 advisors, while the ex-wirehouse duo is based in Oklahoma.
May 17, 2024
What the FTC's New Non-Compete Ban Means for Advisor RecruitingThe real reason unhappy advisors stay put has nothing to do with legal agreements, recruiter Jason Diamond says.
May 06, 2024
What to Expect From Raymond James' Next CEORaymond James "will not try to mimic what private equity is doing" in the RIA space, CFO Paul Shoukry says.
April 30, 2024
Raymond James Is on a Recruiting Tear, Exec Says"We're in deep conversations with large teams, more than what we've seen historically," PCG President Scott Curtis says.
April 16, 2024
Advisor Coach Reveals the 5 Challenges He's Asked About MostDerrick Kinney, a former advisor, also shares his secret to helping clients make a smooth transition to retirement.
March 15, 2024
12 States With the Fastest Growing CFP NumbersOn net, the total number of CFPs has grown about 10,000 since 2021, SmartAsset reports.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.