Recruiting

Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.

It's not just for charity. Encouraging volunteer work could actually help financial firms recruit more employees, new research shows.

In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

Organic growth and acquisitions, along with the help of the owner-clients of the advisory practice, are fueling its approach to fourfold expansion.

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

The strategic relationship agreement carries big potential profits. Here's how the firms plan to ease the transition of 2,600 financial advisors by the end of 2024.

The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.

From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.

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.

Raymond James had scored the big team in May, before Securian's sale of its retail wealth business to Cetera closed.

The announcement came only a day after the largest independent brokerage firm added a big bank-based wealth program with $4.7 billion.

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.

The pair of financial planners launched an RIA and switched brokerages in search of an "entrepreneurial, boutique experience" to power their growth.

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.

The ESOP Group joined the regional firm's Atlanta branch.

The move comes as LPL boasts hefty profit gains in earnings and Kestra struggles with debt.

Prudential is partnering with the American College of Financial Services to educate Black individuals on financial wellness.

Moves to Osaic, LPL, Raymond James, Steward Partner, Sanctuary and Cresset display how wealth management giants are broadening their appeal.

The company's earnings soared in the second quarter. Dan Arnold's team has more ideas in the works for further growth.

The company enjoyed "another strong quarter overall, led by continued growth of our wealth management business," CEO Jim Cracchiolo said.