Recruiting

CEO James Poer seeks a different approach from rivals under the IBD’s new ownership.

The new advisors have joined the firm from rivals including Wells Fargo and Morgan Stanley, according to an internal memo.

The breakaways join 72 others who moved their practices to the firm in the second quarter.

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.