Recruiting
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The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.
May 1 -
Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.
May 1 -
One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.
May 1 -
The advisors are the newest additions to the firm’s expanding brokerage ranks.
April 30 -
Independent Financial Partners aspires to be a “very, very small agent for change.”
April 30 -
The switch is the latest in a series of billion-dollar moves so far this year.
April 29 -
The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.
April 29 -
For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”
April 26 -
The regional BD adds two teams with $373 million in assets.
April 26 -
The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.
April 25 -
The company hopes to recruit new advisors by taking a version of its home office tour on the road.
April 25 -
The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.
April 23 -
Three of seven new hires came from wirehouses.
April 23 -
The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners.
April 18 -
The firm’s latest hires come at the expense of Oppenheimer & Co. and UBS.
April 15 -
The major employer-plan group had previously been affiliated with the predecessor of Global Retirement Partners.
April 15 -
The firm has brought on 200 advisors since 2015.
April 12 -
The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.
April 10 -
An upcoming integration with AdvicePay marks the first step in a series of changes to recruiting and service at KMS under Erinn Ford.
April 9 -
The updated site will include more listings as well as opportunities for career coaching.
April 9













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