Recruiting
Explore the latest industry news and advice that can help financial advisors hire the best employees and find the right partners to help grow their businesses.
LPL Taps Former McKinsey Partner as Chief People Officer
By Melanie WaddellEmily Field will oversee all HR functions for more than 9,000 employees, according to the broker-dealer.
July 18, 2025
Rockefeller Recruits $2B UBS Team in New YorkThe Entrepreneur Group is led by Emily Kramer Rubin, Kenneth Shapiro and Thomas Livaccari.
July 11, 2025
Why the Number of BDs Could Drop 20% in 5 Years"Clients, financial advisors, firms and the media all seem to favor the RIA model," consulting exec Chip Roame says.
July 10, 2025
RBC Recruits $1.7B Ex-UBS Team for New Downstate NY BranchThe eight-member team joined RBC’s new branch in Westchester, New York.
July 10, 2025
Why These Commonwealth Advisors Are Happily Giving LPL a ChanceLPL’s leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
July 02, 2025
Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex SplitReports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 16, 2025
Wells Fargo Revises Rules on Internal FiNet TransfersFirms in the indie channel must hire one outside advisor meeting a revenue target for each transfer, says Terrana Group's Samantha Sferas.