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 96

Recruitment Assets 96

Wealth Management

JULY 28, 2023

Following the announcement of its acquisition of Crown Capital Securities, LPL said it added $19 billion in recruited assets and 421 net new advisors during the second quarter.

Recruitment 96

Recruitment Assets 96

Wealth Management

AUGUST 3, 2022

While advisor movement across the industry has muted, LPL added 780 advisors in the second quarter, many of which came from its recruitment of CUNA Mutual Group.

Recruitment 99

Recruitment 99

Wealth Management

JULY 21, 2023

Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space.

Recruitment 93

Recruitment 93

Wealth Management

JULY 21, 2023

Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space.

Recruitment 97

Recruitment 97

MarketWatch

JUNE 21, 2023

UBER will cut about 200 recruiters in order to save costs, the Wall Street Journal reported Wednesday, citing an internal company memo. While the layoffs affect about 35% of the company’s recruitment team, they account for less than 1% of Uber’s headcount, the Journal reported. Uber Technologies Inc. in recent activity.

Recruitment 74

Recruitment Accounting Marketing Marketing 74

Wealth Management

MARCH 12, 2024

Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.

Recruitment 101

Recruitment Clients 101

Advisor Perspectives

JUNE 17, 2023

Recruiting talent is a basic ingredient for business success. Companies that are more inclusive in their recruiting will discover better-qualified employees, which can bolster competitive advantages and help deliver better outcomes for investors.

Recruitment 40

Recruitment 40

Wealth Management

NOVEMBER 8, 2022

Available capital will support “flood” of recruits in new year.

Recruitment 98

Recruitment 98

MarketWatch

MARCH 6, 2023

ABNB has laid off 30% of its recruiting staff as it slows hiring, a company spokesperson confirmed Monday. We have made the difficult decision to reorganize and reduce the size of our recruiting team to reflect our hiring projections,” the spokesperson said, adding that the move doesn’t mean there will be wider layoffs at the company.

Recruitment 40

Recruitment Marketing Marketing 40

MarketWatch

MARCH 22, 2023

Japan-based Recruit Holdings Inc.’s American depositary receipts of Recruit RCRUY were down 0.2% s JP:6098 Indeed job-search site plans to lay off 15% of its workforce for total of 2,200 positions, according to a company blog post Wednesday. in recent activity. Visit MarketWatch.com for more information on this news.

Recruitment 40

Recruitment Planning Marketing Marketing 40

Wealth Management

OCTOBER 26, 2023

CEO Dan Arnold sees the firm’s recent deal with Prudential as a catalyst to having more discussions with insurance-owned firms with similar needs.

Recruitment 109

Recruitment Insurance 109

The Reformed Broker

APRIL 5, 2023

Usually it’s coming from well-meaning companies who are focused on recruiting and headhunting or lead generation and prospecting. I get a lot of emails and LinkedIn messages about our “funnel” these days. Hiring funnel, sales funnel, etc. A typical firm in our industry is probably in need of what they’re offering.

Recruitment 347

Recruitment Sales 347

Wealth Management

FEBRUARY 6, 2024

The Equity Design Group team cited consolidation at Osaic as one of the reasons for jumping to LPL.

Recruitment 98

Recruitment 98

Abnormal Returns

MARCH 4, 2024

fa-mag.com) Headcount RIAs need to do a better job of recruitment AND retention. (am.jpmorgan.com) How longevity literacy affect financial wellness in retirement. papers.ssrn.com) Why getting charitable giving in retirement right is challenging. (fa-mag.com) riabiz.com) The battle for adviser talent will only grow.

Recruitment 256

Recruitment Estate Planning Financial Planning Retirement 256

Wealth Management

APRIL 8, 2024

On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.

Recruitment 104

Recruitment 104

Wealth Management

OCTOBER 25, 2023

But CEO Paul Reilly said the firm is seeing a significant number of large practices in the pipeline.

Recruitment 97

Recruitment Numbers 97

Steve Sanduski

AUGUST 1, 2023

On today’s show, Tim Gerend and I discuss the five components of Northwestern Mutual’s client experience, how the firm recruits and trains advisors to hit the ground running, the importance of diversity, and how Tim thinks the financial advisor profession will evolve over the coming years.

Recruitment 52

Recruitment Clients Financial Advisor Wealth Management 52

Wealth Management

NOVEMBER 6, 2023

Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.

Recruitment 96

Recruitment Assets Sales 96

Advisor Perspectives

MARCH 7, 2023

The landscape for M&A and recruitment in the advisory profession will continue to be strong.

Recruitment 52

Recruitment 52

Wealth Management

JANUARY 11, 2024

The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank.

Recruitment 102

Recruitment Banking 102

Nerd's Eye View

JULY 18, 2022

The added complication is that, while this structure of hiring a large number of new advisor recruits with a high level of churn results in a high volume of aspiring planners potentially leaving the industry altogether, it is quite profitable for the insurance companies and broker-dealers themselves.

CFP 203

CFP Recruitment Sales Certification 203

Wealth Management

DECEMBER 21, 2023

Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.

Recruitment 107

Recruitment 107

Wealth Management

NOVEMBER 13, 2023

The 7th breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million as a VP at Merrill Lynch.

Recruitment 101

Recruitment Assets Management 101

Wealth Management

MARCH 7, 2024

Created last year, the self-described digital family office has dramatically overshot recruitment goals with spate of Empower expats.

Recruitment 114

Recruitment Planning 114

Wealth Management

JANUARY 11, 2024

Brandon Corso will work from a new Baird office in the greater Washington, D.C.,

Recruitment 93

Recruitment Management 93

Wealth Management

NOVEMBER 30, 2023

The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.

Recruitment 85

Recruitment 85

Wealth Management

JANUARY 29, 2024

The upward trend in demand is great news for the field, but lack of supply is a concern.

Recruitment 104

Recruitment 104

Nerd's Eye View

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold.

Recruitment 168

Recruitment Clients Commission Financial Advisor 168

Nerd's Eye View

SEPTEMBER 11, 2023

However, some advisors might not be ready to take on the burden of hiring an employee (from the time spent recruiting and managing the hire to the dollar cost of providing a salary and benefits). For these advisors, an alternative approach would be to outsource the tasks they want to remove from their plates.

Financial Planning 214

Financial Planning Planning Recruitment Clients 214

Wealth Management

MAY 5, 2023

Long-term, sustained growth is critical for advisors, and support of that objective should be top of mind as advisors consider a transition.

Recruitment 95

Recruitment 95

Wealth Management

JANUARY 26, 2023

Raymond James ended the quarter with advisor headcount of 8,699, up 235 year-over-year and 18 sequentially.

Recruitment 103

Recruitment 103