Recruiting

CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.

One of the new hires oversees more than $300 million in client assets and has more than 30 years in the business.

To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.

Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.

An arbitration panel rejected efforts to impose a permanent injunction against a broker who left for Raymond James.

The new recruits expand the firm’s presence in New York.

The regional BD’s new hires in January have averaged more than $100 million in AUM.

If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.

The firm is drawing heightened interest from advisors generating between $1 million to $5 million, according to CEO Paul Reilly.

The all-woman unit will operate from two locations.

The bank is an aggressive recruiter of HNW and UHNW talent.

The 17-member team is one of the largest to switch employers in recent years.

The firm typically trains its own advisors in lieu of recruiting talent from the competition.

The recruits include a father-son duo from UBS.

The advisor switched firms only to see his new employer close shop 18 months later.

Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.

The regional broker-dealer is among the industry’s most aggressive recruiters.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.

The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.

The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.