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Recruiting 2018
15 recruiting trends to watch next year
National Planning Holdings advisor headcount
1. LPL’s massive acquisition touches off a recruiting fight
OWS_11_21_2017 AUM for new recruits by channel as of November 2017
2. Will the Broker Protocol collapse in 2018?
Advisor fee survey results
3. Will the fiduciary disruption spill into 2018?
Wells Fargo recruiting
4. Can Wells Fargo’s recruiting efforts overcome its scandal-plagued brand issues?
Diversity of financial advisors in the United States Bureau of Labor Statistics September 2017
5. Will the industry’s diversity improve in 2018?
Succession Planning Webinar Poll Results_07/13/17
6. Will RIAs meet the succession challenge?
U.S. Bank signage
7. A missing component in the bank channel
Signage is displayed on the exterior of a U.S. Bank branch in Provo, Utah, U.S., on Tuesday, July 14, 2009. U.S. Bancorp, parent company of U.S. Bank, will report second quarter results on July 22. Photographer: George Frey/Bloomberg
CEO survey
8. How tech will help recruiting while reducing the number of advisors
Schwab Advisor Services RIA chart
9. Which breakaway brokers will the platforms add next?
LPL advisory assets
10. Can IBDs win and retain breakaway RIA advisors?
Raymond James third quarter 2017 earnings report
11. Coming off a banner year for recruiting, can the regional BDs keep up the momentum in 2018?
12. How will the industry leverage college planning programs?
Advisors say the number one reason they don’t have a succession plan in place is that they haven’t identified a strong partner yet.
13. What will be the next IBD consolidation?
M&A Average AUM per deal rising '13-'17 1017.png
14. Which way will RIA M&A deal flow go?
TPM chart
15. Musical chairs in the bank channel