Recruiting
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“There aren’t many combination opportunities left, so about six or seven months ago we recommitted ourselves to recruiting and got more aggressive in recruiting,” says Michael Purpura, president of D.A. Davidson Wealth Management.
April 23 -
The latest moves bolster the firm’s presence in the Northeast.
April 20 -
The wirehouse recently reported advisor headcount shrank by 258 advisors year-over-year.
April 19 -
The firm also opened a new office in Lancaster, Pennsylvania.
April 18 -
The wirehouse exodus continues, as a team of Wells Fargo advisors jumps ship for the independent firm.
April 17 -
Advisors may be upset due to the high-handed attitudes of the larger firms, but pulling down six zeroes a year can offset a lot of irritation, says On Wall Street’s annual recruiters roundtable.
April 16 -
Two-thirds of firms don't know how to attract young people, a new survey reports.
April 16 -
"If our profession truly cares about the well-being of our clients to the extent that the profession professes, then we need to swing this pendulum in the other direction," Elwyn says.
April 13 -
Tom Thives, a 34-year industry veteran, will head up the firm’s offices in New Jersey.
April 12 -
The firm pulled in 11 new advisors in the first quarter of 2018, building on the 65 brokers hired last year.
April 12 -
One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
April 11 -
The advisor, a former employee, has been soliciting more than two dozen clients at the bank, JPMorgan says.
April 11 -
Bill Hamm’s Independent Financial Partners has grown more than fivefold in 10 years with the No. 1 IBD.
April 10 -
Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.
April 10 -
The firm was defined by a culture of “no, no, no,” a top headhunter says as part of On Wall Street’s annual recruiters roundtable.
April 9 -
The $263 million practice’s new IBD reported record recruiting for 2017, helped in part by the movement of advisors following LPL’s massive acquisition.
April 9 -
The new hires say they were drawn to the firm’s investment platform, product offerings and investment diversification.
April 4 -
The Advisor Group IBD added three new teams, but state regulators required enhanced oversight of one new recruit.
April 4 -
Need a gut check on your career? Read what top recruiters have to say about the big and small firms in the industry.
April 3 -
As the shift to fee-based accounts roils the industry, forward-thinking firms are revisiting how they pay employees while also making work more enjoyable. By Charles Paikert


















