Recruiting

The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.

Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.

The wirehouse is ballyhooing once below-the-radar hires. Now it should rejoin the Broker Protocol.

The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

The new recruits include a father-and-son duo in Orlando.

So far this year, Janney has onboarded 36 financial advisors. The newest team managed more than $290 million in client assets.

The wirehouse has experienced attrition while the regional BD has been on a hiring streak.

The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.

The Bay Area advisors had worked at Merrill for nearly two decades.

The bank has picked up a few notable recruits this year, including a $6.6 billion team in April.

A financial planner serving entrepreneurs decided to become an entrepreneur himself.

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

This is the 14th new location the regional BD has opened so far this year.

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

The two advisors affiliated with a new IBD after one of the largest PE-backed M&A deals of the year closed.