Recruiting
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The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.
August 30 -
From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.
August 29 -
Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors.
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Raymond James had scored the big team in May, before Securian's sale of its retail wealth business to Cetera closed.
August 28 -
The announcement came only a day after the largest independent brokerage firm added a big bank-based wealth program with $4.7 billion.
August 24 -
The latest incoming recruit to the firm's Institution Services unit followed a half dozen other big moves by the firm in the bank and credit union channel in recent years.
August 23 -
The pair of financial planners launched an RIA and switched brokerages in search of an "entrepreneurial, boutique experience" to power their growth.
August 23 -
The third time was the charm for LPL, which failed twice to win the big team it finally recruited this month. Here's what worked this time around.
August 23 -
The ESOP Group joined the regional firm's Atlanta branch.
August 21 -
The move comes as LPL boasts hefty profit gains in earnings and Kestra struggles with debt.
August 21