Recruiting
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Planner Faiza Kedir became the first to use the new affiliation, as independent firms seek to boost their appeal across the industry's spectrum.
October 10 -
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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.
October 5 -
Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.
October 5 -
The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.
October 2 -
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.
September 28 -
The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.
September 25 -
Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.
September 22 -
Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.
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Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.
September 20 -
It's not just for charity. Encouraging volunteer work could actually help financial firms recruit more employees, new research shows.
September 19 -
In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.
September 19 -
Organic growth and acquisitions, along with the help of the owner-clients of the advisory practice, are fueling its approach to fourfold expansion.
September 18 -
Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.
September 5 -
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.
August 31 -
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.
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