Wealth Management

JULY 25, 2025

Diana Britton , Executive Editor , WealthManagement.com July 25, 2025 3 Min Read The Summit Financial & Insurance Services team The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction of Cambridge Investment Research, has recruited a California-based team from Osaic. billion in client assets.

Recruitment

Nerd's Eye View

MARCH 4, 2025

Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. My guest on today's podcast is Sten Morgan.

Financial Advisor

Wealth Management

JUNE 10, 2025

Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation. Are you "re-recruiting" your top talent to keep them engaged? • Assess: • Is your team structured to support current needs? • Do you have enough support?

Wealth Management

Wealth Management

AUGUST 1, 2025

Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based

Estate Planning

Diamond Consultants

DECEMBER 18, 2024

Whats the reality when it comes to recruiting and transitions? One factor working in favor of higher deals: For the first time in recent memory, all four wirehouses are back in the competitive recruiting battle. Competitive recruiting is coming to an end at the big firms. An annual perspective for advisors. time and 2.)

Recruitment

Nerd's Eye View

FEBRUARY 18, 2025

We also talk about how Sebastian's firm attracted and onboarded approximately 480 new households in 2024 (including through a one-day educational event that led to data-nav-title="Hiring A Quality Control Specialist [05:15]" 115 prospect appointments all by itself), how Sebastian's firm expands its relationship with existing clients by tasking everyone, (..)

Financial Planning

Nerd's Eye View

MARCH 25, 2025

AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households. My guest on today's podcast is AJ Ayers.

Financial Advisor

Wealth Management

JUNE 10, 2025

" Smith, who went from a zero-star high school recruit to Heisman Trophy-winning quarterback and No. I have a variety of individuals that I'm constantly in consultation with."

Wealth Management

Wealth Management

JUNE 27, 2025

For advisors worried about reaching the next generation of investors, Quinn carried out its user validation testing in what has become the traditional, if labor-intensive, route for Silicon Valley-type direct-to-consumer startups: recruiting thousands of test users at college campuses and through social media.

Wealth Management

Wealth Management

JULY 31, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 31, 2025 3 Min Read Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth , has added an advisor group managing $270 million in client assets in a first push toward bringing on larger teams alongside the solo practitioners that have fueled its growth.

Estate Planning

Diamond Consultants

JANUARY 21, 2025

Advisors regularly get calls from recruiters, consultants, branch managers, complex directors, business development officersthe list goes on and on. Yet there are certain realities that every advisor needs to be aware of (and as a recruiter, I know them very well!): So how can advisors ensure they are in the best possible place?

Recruitment

Wealth Management

JULY 31, 2025

His strong business acumen, refined analytical skills and objectivity also make Louis an ideal advisor to independent business owners who want to accelerate growth via mergers, acquisitions and recruiting. Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Wealth Management

AUGUST 4, 2025

The San Diego-based LPL said it plans to complete the integration of advisors and assets onto its platforms in the fourth quarter of 2026, and that Commonwealth’s CEO Wayne Bloom will join the LPL management committee as a managing director, and Commonwealth founder Joe Deitch will advise LPL’s Board of Directors.

Estate Planning

Wealth Management

AUGUST 8, 2025

Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors , is on a recruiting tear this summer. This time, the firm has recruited an advisor in Estill, S.C., based independent broker/dealer, which has 3,000 advisors and $305 billion in assets. team, also with Wells Fargo.

Estate Planning

Abnormal Returns

JULY 11, 2025

(moneywithkatie.com) Hedge funds Matt Levine and Katie Greifeld talk with Gappy Paleologo, Head of Quantitative Research at Balyasny Asset Management, and author of "The Elements of Quantitative Investing."

Recruitment

Diamond Consultants

JUNE 23, 2025

An advisor could easily earn more for their book at day’s end if they have the appetite to go through a transition—either via a recruiting deal from another traditional firm or by creating a competitive bidding process and selling their book with capital gains treatment on the open market.

Retirement

Wealth Management

JUNE 27, 2025

by Diana Britton Jun 27, 2025 7 Min Read Liz Legacy IBD Realta Wealth Loses Interim CEO Realta Wealth Loses Interim CEO by Diana Britton Jun 27, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment (..)

Estate Planning

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management

The Big Picture

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? JP Morgan’s public finance team recruited specifically at the policy school. What was the original plan?

Banking

Diamond Consultants

JUNE 17, 2025

Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a midyear evaluation. Are you “re-recruiting” your top talent to keep them engaged? Assess: Is your team structured to support current needs? Are support staff and junior advisors empowered and growing?

Recruitment

Diamond Consultants

JULY 7, 2025

By acquiring a complementary or additive platform, UBS might add headcount, enhance asset flows, and introduce new technology or operational efficiencies. Consider this: How could the largest asset management institution in the world abandon a strong, competitive presence in UBS? It would also signal a renewed commitment to the U.S.

Wealth Management

Diamond Consultants

APRIL 15, 2025

Most advisors begin the exercise of evaluating a move through two important metrics: expected asset portability and total potential recruiting deal (transition package). So, how should an advisor think about risk versus reward when considering a move?

Clients

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop. As baby analysts.

Asset Allocation

Diamond Consultants

JUNE 17, 2025

And for a time, UBS was a recruiting powerhouse—thanks in large part to an unusually rich, fully guaranteed transition package. While more in line with the rest of the industry, the shift has raised real questions, notably: Can UBS maintain its recruiting momentum without the deal that once differentiated it? So does trust.

Recruitment

The Big Picture

MAY 20, 2025

How does that affect how you recruit employees? Tell us a little bit about the impact of that on running an asset management business. So we talked earlier about donating tens of millions of dollars, half of the profits of the firm to charity. How you develop a compensation structure?

Management

Wealth Management

JUNE 24, 2025

The funds have grown from $5 billion in assets at the end of 2020 to $50 billion by 2025, according to Morningstar. Other managers jumping on the buffer ETF train include Goldman Sachs Asset Management, PGIM, Alliance Bernstein and Allianz. In a recent report, BlackRock projected the space will reach $650 billion by 2030.

Marketing

Diamond Consultants

APRIL 22, 2025

They might move to a W-2 firm if that firm can provide a quality successor, and it would come with the added benefit of a lucrative recruiting deal and sunset package. So-called do-it-yourself independence means partnering directly with an asset custodian to launch, run, own, and operate the business.

Compliance

Wealth Management

AUGUST 7, 2025

in assets from new client relationships, net of markets, while losing 2% due to client departures, according to a new study conducted by Ensemble Practice and ActiFi. A lot of our younger people have been retained and recruited with stories of equity and growth, and we need to grow and to justify those valuations.” The reasons?

Recruitment

Wealth Management

AUGUST 7, 2025

Related: Deals & Moves: Choreo Recruits Growth Head From Edelman; $3B Cherry Creek Hires Johns Hopkins CIO In his new role, Nagengast will focus on growth strategies across the RIA and broker/dealer spaces. They’ll also coordinate efforts to serve the wealthtech, regtech and investment management sectors.

Consulting

The Big Picture

JULY 21, 2025

Recruiting intensity is low. But to me, again, it’s about what’s happening at the margin, at the margin prices are contracting and 00:50:32 [Speaker Changed] That matters 00:50:32 [Speaker Changed] And that matters and inventory are rising and you know, to me that’s the main asset on the most households balance sheet.

Economics

Wealth Management

AUGUST 7, 2025

The firm found Cooper and his team through a national recruitment search. Sterlington’s practice works with founders, senior executives, UHNW individuals and family offices and their related businesses, which made building its private wealth specialties a focus, said Christopher Harrison, head of the firm’s corporate and M&A practice.

Wealth Management

Trade Brains

JULY 1, 2025

The company offers international student recruitment services to universities and colleges primarily in the United Kingdom, Canada, Australia, New Zealand, and the Republic of Ireland. The company’s net asset value per share is Rs. In comparison, Indiamart Intermesh Limited earned Rs. crore with an EPS of Rs. and RoNW of 25.20

Education

Wealth Management

JULY 18, 2025

Related: Artificial Intelligence in Asset and Wealth Management Families increasingly report difficulty finding support. 19 Other states, including Arizona and Massachusetts, created career ladders or wage incentives to improve recruitment and retention. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Estate Planning

The Big Picture

FEBRUARY 17, 2025

And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. So to me that was the definition of uncorrelated asset.

Investing

Wealth Management

FEBRUARY 3, 2023

The IBD reported a slowdown in recruited assets in 2022, although its traditional independent advisor channel had a strong quarter.

Recruitment

Wealth Management

NOVEMBER 17, 2023

Executives say Osaic's new name and consolidation drove a 240% increase in its recruited assets in the third quarter over a year ago.

Recruitment

Wealth Management

OCTOBER 11, 2022

The new teams come from Private Advisor Group, Raymond James and New York Life subsidiary Eagle Strategies.

Recruitment