Recruiting

Ford shares how he rose from cold-calling as a broker to becoming head of wealth at one of the country's biggest banks, and what's next for his team.

President of Advice and Wealth Management Greg Cornick unveiled lower advisory expenses in front of a record number of attendees at the firm's conference.

Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

The leading IBD firm is eager to dominate the entire advisor industry, following another strong quarter for recruiting.

Coming off another record quarter, the independent broker-dealer giant sought to reassure analysts questioning its stagnant advisor headcount.

Two companies came together and dropped an outside clearing firm as the team led by CEO Cat Davies enters an increasingly competitive area of the industry.

See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."

CEO Charlie Scharf said the bank's troubled wealth unit had 'treaded water' for a while, but showed signs of recovery as client assets and fee income grew.

These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.

Planner Faiza Kedir became the first to use the new affiliation, as independent firms seek to boost their appeal across the industry's spectrum.

LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.

Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.

Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.

Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.