Workforce management
Workforce management
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Recruiting and retention of talent looms large for Advisor Group after it rolled up three firms in the wake of a massive acquisition.
February 4 -
Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.
February 3 -
The team caters to wealthy clients and athletes, and specializes in private placement life insurance.
February 3 -
The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3 -
The new hires include industry veterans and they join a growing branch in Dallas.
February 2 -
Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.
February 1 -
The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.
January 29 -
The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.
January 29 -
A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.
January 27 -
The new recruits build on the 43 advisors Janney added last year.
January 27 -
Tax professionals are starting to hear questions from their clients ahead of the official start of tax season about a variety of issues related to COVID-19.
January 26 -
One of the largest wealth managers aims to attract more teams out of the crop of nearly 7,000 advisors leaving employee-channel firms each year.
January 26 -
The firm pivoted away from an aggressive hiring strategy in 2016 and has seen a substantial drop in costs associated with picking up experienced talent.
January 26 -
Arete Wealth’s niche focus on alts for HNW and UHNW clients has given it a strong foothold in a fractured sector, experts say.
January 22 -
The St. Augustine, Florida-based advisors specialize in high-net-worth families, business owners, executives and foundations.
January 21 -
Eastern Michigan’s program aims to connect people with disabilities and financial advisors to research and industry resources.
January 20 -
The ex-Morgan Stanley and Merrill Lynch advisors join the wealth manager, which has been aggressively recruiting in recent months.
January 19 -
The firm’s aggressive hiring streak continues with the onboarding of several wirehouse advisors.
January 14 -
Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.
January 14 -
Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.
January 13


















