Recruiting

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

Recruitment is ongoing — not a one-time sales pitch.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

The 18-month-old Sanctuary Wealth caters to breakaways but is also open to independent advisors as well, CEO Jim Dickson says.

A successful recruiting strategy isn't enough to keep a financial planner put.

Twelve advisors join the Atria-owned IBD after logging just over a year at their old firm.

The independent broker-dealer has seen significant growth in the last three years.

The firm has been hiring advisors aggressively, attracting talent with its culture and technology.

The team made the transition with Kestra Private Wealth Services.

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.