Recruiting

After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.

In both moves, fathers brought their children to work as colleagues.

LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.

The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.

Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.

The 30-year industry vet launched a firm on the Dynasty platform citing better technology and “freedom” as reason for the move.

One of the new hires had been with the wirehouse since starting his career there 22 years ago.

CEO Jim Gold anticipates an uptick in advisor moves in coming months.

The advisors had been with their former employer for 11 years.

The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.