Recruiting
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The regional BD has been on a red-hot recruiting streak.
January 18 -
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.
January 17 -
The four-person team is the first 2019 hires for the boutique bank.
January 16 -
The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.
January 16 -
The firm’s newest recruits come from Merrill Lynch and Wells Fargo.
January 14 -
The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.
January 11 -
Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.
January 11 -
The broker-dealer filed a motion requesting that Jason Kirkland’s lawyer not be allowed to represent him in court.
January 10 -
This is the first career move by Angie Messer and Greg Rust, who worked at the regional BD for 10 and 27 years, respectively.
January 10 -
Talent appears to be pouring from the wirehouse as more planners exit.
January 9 -
The No. 1 IBD is marshaling transition assistance, technology and other resources toward recruiting success across the firm and its bank channel.
January 4 -
Jason Kirkland, a former Baird employee, has sued the firm for allegedly withholding his compensation.
December 28 -
The regional brokerage isn’t slowing down its recruiting efforts.
December 28 -
The advisors joined the firm’s employee and independent broker-dealer units.
December 24 -
“I don’t want to call a helpline, I want a partnership,” the advisor says of her move to the firm, which expects to hit record gross recruited production.
December 21 -
The firm has recruited 22% more advisors in 2018 than the year-ago period.
December 20 -
Addressing the imbalance in the industry is a strategic imperative.
December 20 -
The custodian says as it rebuilds for a digital era, hiring technologists is a top priority.
December 19 -
The No. 1 IBD’s advisory AUM flows show results from the company’s efforts to reward advisors for choosing its custody instead of outside firms.
December 19 -
The new hires came at the expense of Merrill Lynch, Morgan Stanley, UBS and Hilliard Lyons.
December 18
