Recruiting

Less than two years after the firm's launch, it has reached 60 financial advisors and $7 billion in client assets. Here's a look at its expansion strategy.

An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.

The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.

Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.

The Providence, Rhode Island, company has recruited a head of wealth management advisors and a head of private wealth managers as part of a new strategy to reel in high-net worth clients.

The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.

The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.

Net income topped $1 billion in 2023 as the firm reached another record headcount and CEO Dan Arnold said there are "interesting questions" to answer about AI.

The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.

The roughly 100 incoming financial advisors to the firm's Financial Institutions Group softened the impact of a regulatory charge of $30 million.