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.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 13, 2024
Merrill Lands $2.2B Morgan Stanley TeamThe Oberheide-Schlesinger Group's James Oberheide brings over 30 years' financial industry experience.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
June 27, 2024
Raymond James Nabs $1B Retirement Team From Morgan StanleyNick Takahashi leads a group of seven advisors set to focus on corporate executives, families and retirees.
June 03, 2024
Morgan Stanley Loses Another FINRA Fight Over Deferred CompThe order comes as the firm seeks court intervention in a saga involving deferred compensation "clawback" litigation.
June 03, 2024
Citizens Bank Adds $1B Ex-First Republic TeamTeam leader Brian Nagle, based in Boston, has been a managing director at JPMorgan since mid-2023.
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.