Recruiting

The group includes an advisor who oversaw $843 million.

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

The growing practice’s founder dropped his FINRA registration after 14 years with KMS Financial Services.

The new additions represent Rockefeller’s first foray into Colorado.

The wirehouse picked up a 43-year veteran from its rival.

The dispute highlights the complicated nature of non-solicitation carve-outs when advisors switch firms.

It’s complicated, but possible, to limit risk and liability when moving a practice.

The IBD unveiled its second major recruiting addition in as many months to kick off the year.

As wealth managers compete for advisors, the firm picked a former one to lead it.

The agreement will expand the companies’ recruiting efforts in the bank and wirehouse channels.

Arrogance, naiveté and that chief suspect, procrastination, can all undermine best laid advancement plans, writes recruiter Mark Elzweig.

The legal tussle represents the latest effort by a brokerage firm to enforce non-solicitation agreements against advisors.

With offices in seven other states, Cresset Asset Management seeks to expand its reach to Texas.

In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.

The team’s client base primarily consists of business owners, corporate retirement plans, families and individuals and retirees.

The bank is winding down the roughly $40 billion international segment of its wealth management business.

As the No. 1 IBD rolls out M&A services to advisors this quarter and reels in record recruits, Dan Arnold says the firm is experimenting.

The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.