Recruiting

It may seem counterintuitive, but differences of opinion can improve an organization.

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.

The insurance-affiliated firm aims for growth while some counterparts have exited the sector.

Six of the new recruits broke away from Merrill Lynch.

The St. Louis-based firm is looking to hire advisors from wirehouses, says head of recruitment John Pierce.

One team set up an independent practice while the other signed on with the firm’s employee broker-dealer.

The regional BD continues its accelerated expansion with the addition of three ex-wirehouse teams, including a father-son duo.

Sanctuary Wealth firms now have over $10 billion in client assets.

The regional firm lost three advisors, one of whom joined a group that's added some $1.2 billion in recruited assets and organic growth this year.

The recruits include a 37-year industry veteran who co-managed $240 million in client assets.

The regional BD has maintained a steady influx of wirehouse advisors.