Recruiting
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The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.
September 19 -
Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.
September 19 -
The wirehouse is ballyhooing once below-the-radar hires. Now it should rejoin the Broker Protocol.
September 18 -
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.
September 16 -
While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.
September 13 -
The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.
September 13 -
The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.
September 12 -
The new recruits include a father-and-son duo in Orlando.
September 12 -
So far this year, Janney has onboarded 36 financial advisors. The newest team managed more than $290 million in client assets.
September 12 -
The wirehouse has experienced attrition while the regional BD has been on a hiring streak.
September 11 -
The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.
September 9 -
The Bay Area advisors had worked at Merrill for nearly two decades.
September 4 -
The bank has picked up a few notable recruits this year, including a $6.6 billion team in April.
August 29 -
A financial planner serving entrepreneurs decided to become an entrepreneur himself.
August 28 -
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.
August 28 -
Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.
August 27 -
The RIA founded by former Barclays advisors caters to ultrawealthy clients.
August 27 -
This is the 14th new location the regional BD has opened so far this year.
August 23 -
The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.
August 21 -
The two advisors affiliated with a new IBD after one of the largest PE-backed M&A deals of the year closed.
August 21


















