Recruiting

The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.

The new recruits managed over $300 million in client assets.

The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.

The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

The wirehouse’s pipeline for incoming brokers is at a two-year high.

The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.

The practice made the move as reps say they're more likely to breakaway now than at the end of 2018.

David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.

Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.

Even if it's best for the team, it won't be easy.

The entrepreneur's OSJ also recruited an advisor named after J.P. Morgan and another new affiliated practice.

These firms scored big with advisors managing $1 billion or more.

It may seem counterintuitive, but differences of opinion can improve an organization.

An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.