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Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.
July 13 -
U.S. retail customers who said their primary bank met their needs for guidance gave it much higher grades, according to J.D. Power’s annual survey.
July 1 -
Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.
June 22 -
CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.
June 14 -
More growth is on the way: the No. 1 IBD has one more massive recruiting move and a $300M acquisition to complete.
April 30 -
The IBD network added a community bank’s investment program after exceeding the goals it set at the beginning of 2020, its head recruiter says.
March 11 -
A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.
January 27 -
CEO Dan Arnold cites growth in traditional channels and in recently launched models that could bring even more opportunities.
November 3 -
The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.
October 9 -
The independent firm has been an aggressive recruiter since its founding in 2013.
September 29