Recruiting

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.

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.