Recruiting

Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

The firm’s efforts to attract talent away from rivals boosted headcount by a net 57 advisors in 2018.

Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

Some owners are reluctant to give away an equity stake. Here is one solution.

The firm’s hot recruiting streak continues into 2019.

The firm has been aggressively recruiting wirehouse talent.

The network’s largest subsidiary will support fee-only advisors, and one of its smaller firms is targeting five times its level of recruitment from 2018.

“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.

An uptick in retirements dampened the firm’s efforts to expand its brokerage ranks.

The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.

The advisors had been with RBC their entire careers.

Private Advisor Group unveiled a new team with $175 million in client assets, while Integrated Financial Partners says it grew by $900 million in 2018.

The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.

The regional BD started its 2019 recruiting year with a bang.

The regional BD has been on a red-hot recruiting streak.

An analyst expects “solid” recruiting figures for the fourth quarter after the No. 1 IBD added the five-advisor group plus an ex-Raymond James bank program.

The four-person team is the first 2019 hires for the boutique bank.