Recruiting

As technology and diversity take center stage, firms are using new strategies to attract women.

The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.

Here's what you missed this week in the world of financial advice, including people moves, deals, enforcement, and research.

The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.

The trio of advisors leaving Commonwealth for the regional firm are its largest “reverse breakaways” ever.

“If you have a superb value proposition and an incredible platform, you’re able to give more of that money back to shareholders,” said CEO Jane Fraser.

Bob Doll, LPL, Advisor Group, Cetera, Northwestern Mutual, Thrivent, Commonwealth Financial, RIA in a Box and other news from around the industry.