Recruiting

The six-IBD network lost advisors during a capital structure change, but its new majority owner says the predicted expansion is still on track.

A hiring binge is pushing headcount to record highs at firms including Baird and Raymond James. But can it last?

Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.

Elena Milianta joined the firm’s Alex. Brown division, which caters to wealthy clients.

Succession planning, reputation and technology proved to be important in the decision-making process for these advisors.

One of the recruits has 46 years of industry experience.

The husband-wife team left LPL after 11 years with an eye toward its rival’s tech and service offerings.

Top firms explain how they appeal to wealthy clients — and elite advisors

Smaller firms are opting to turn into OSJs in an era of shrinking margins for IBDs and record consolidation in wealth management.

The group is comprised of 11 advisors and client service associates.