Recruiting

The new hires come at the expense of Merrill Lynch and Wells Fargo Advisors.

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.

One of the new hires is an industry veteran of 50 years.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

The No. 1 IBD is pitching advisors on the merits of its offerings — but rivals have also added major teams from its ranks.

The bank has been striving to lure away top talent from the wirehouses.

Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

One of the two new hires is an industry veteran of 34 years.

After half a century, Christopher Sargent is making his first career change.

The recruits will operate from a new Cincinnati office.