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.
Cetera to Commonwealth Advisors: We Know You’re Not Happy
By John Manganaro"It's clear that some firms are trying to buy their way out of the chaos ... that comes from joining them," LPL said.
May 16, 2025
Is Your Firm Being Acquired Unexpectedly? This Advisor Can RelateStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
May 15, 2025
LPL Drops Suit Over Ameriprise's 'Defamatory' Data Breach NoticesThe financial services firms agreed that LPL could pursue claims with FINRA, among other points.
May 12, 2025
Why Fewer Young People Are Becoming Financial AdvisorsThe advice business "has become a harder nut to crack" as fees keep falling, says recruiter Bill Willis.
May 09, 2025
Cetera Taps Ex-Equitable Exec to Lead Branch Office ModelJohn Lefferts will oversee more than 450 advisors in Cetera Investors branch offices across the United States.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.