Recruiting

The firm’s aggressive hiring streak continues with the onboarding of several wirehouse advisors.

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

The group leader, advisor Lars Olson, had been with the wirehouse since 1994.

Whitnell & Co. changed hands in a deal with a regional bank that also struck a strategic partnership with the wealth manager.

Firms will up their tech investments and continue rewards and punishments designed to shape advisor behavior, says recruiter Mark Elzweig.

The firm credited keeping its offices open during COVID-19 as a major selling point as FAs industrywide kept making moves and repapering their clients.

The IBD completed a stellar recruiting year by adding a team led by a 30-year veteran advisor.

With an eye on pathways to fee-only practices and away from an “eat what you kill” philosophy, four planners aim to usher in a more diverse profession.

The new additions join a set of big hires at the wirehouse.

The UHNW unit signed advisors managing a combined $3.7 billion this year and committed to maintaining a physical presence in its New York headquarters.