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

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

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.

Clients 52

Clients Recruitment Financial Advisor Wealth Management 52

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 Marketing Marketing Planning 40

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

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

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 110

Recruitment 110

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 187

Financial Planning Planning Clients Recruitment 187

Wealth Management

JULY 28, 2023

Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners in moves announced this week, while F.L.Putnam expanded in Maine.

Assets 98

Assets Recruitment Banking 98

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 105

Recruitment 105

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 155

Recruitment Financial Advisor Clients Financial Planning 155

Wealth Management

SEPTEMBER 18, 2023

Recruited away from Morgan Stanley, Los Angeles-based The Francis Group is the latest team to join LPL’s SWS division, the IBD’s premium affiliation model that went live in April 2020.

Recruitment 111

Recruitment 111

Wealth Management

OCTOBER 11, 2022

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

Assets 139

Assets Recruitment 139

Diamond Consultants

SEPTEMBER 12, 2023

While no move should ever be governed by one’s personal financial gain at the expense of clients or the business, there is no question that a recruiting transition deal is an important consideration in any potential move, as it should be. Not all recruiting deals are structured the same way, even if upfront terms are relatively similar.

Recruitment 92

Recruitment Wealth Management Clients Economics 92

Abnormal Returns

JULY 10, 2023

investmentnews.com) Recruiting Why aren't more women becoming advisers? (investmentnews.com) Compliance There's no winning the cybersecurity war, just stalemate. financial-planning.com) Advisers don't like spending time on administrative and compliance issues. thinkadvisor.com) What kind of firm is better able to retain advisers.

Wealth Advisor 204

Wealth Advisor Financial Planning Compliance Retirement 204

Wealth Management

SEPTEMBER 7, 2023

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether they are in an employee or independent model?

Financial Advisor 122

Financial Advisor Economics Recruitment 122

Advisor Perspectives

JUNE 6, 2023

The first step in winning the “war for talent” is understanding what your potential employees want.

Recruitment 52

Recruitment 52

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 184

CFP Financial Advisor Sales Certification 184

Wealth Management

AUGUST 23, 2022

Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.

Recruitment 105

Recruitment 105

The Big Picture

JULY 2, 2023

My Sunday morning look at incompetency, corruption and policy failures: • The Military Recruiting Crisis: Even Veterans Don’t Want Their Children to Join : Pentagon scrambles to retain the main pipeline for new service members as disillusioned families steer young people away. Avert your eyes!

Ethics 263

Ethics Recruitment Accounting Consulting 263

Abnormal Returns

JULY 3, 2023

riabiz.com) Why advisers need to step up their recruitment game. (investmentnews.com) The biz Why RIA buyers walk away from a deal. riaintel.com) How iCapital is spending its capital - launching iCapital Marketplace. investmentnews.com) Advisers Who do investors trust with financial advice? Thankfully advisers lead the list.

CFP 189

CFP Estate Planning Wealth Management Financial Advice 189

Wealth Management

FEBRUARY 22, 2023

During the fourth quarter of 2022, 66 independent financial professionals affiliated with the tax-centric broker/dealer.

Assets 98

Assets Recruitment Taxes 98

Abnormal Returns

JUNE 28, 2023

ft.com) Finance PE firms have a recruiting problem. Markets The world has passed gold by. bloomberg.com) Natural gas prices are wicked cheap. wsj.com) Why everyone is now betting on a spot Bitcoin ETF. institutionalinvestor.com) The European market for IPOs is moribund. ft.com) Sequoia Capital had to choose between China and the U.S.

Financial Advising 225

Financial Advising Economy Recruitment Economics 225

Wealth Management

DECEMBER 9, 2022

Becca Hajjar, managing principal and chief business development officer of Commonwealth Financial Network, offers tips for navigating the future of financial advice.

Financial Advice 59

Financial Advice Recruitment Management 59

Nerd's Eye View

JUNE 23, 2023

Also in industry news this week: A recent study found that financial advisors get significantly more social media engagement from posts on LinkedIn and Facebook compared to Twitter and highlighted the importance of posting original content for engagement Why RIAs have struggled to find a solid footing in the IPO market From there, we have several articles (..)

Financial Planner 212

Financial Planner Financial Advisor Retirement Clients 212

Abnormal Returns

APRIL 10, 2023

thecooldown.com) Work Companies are having good luck recruiting laid off tech workers. (arstechnica.com) Why Apple ($AAPL) needs a standalone password app. cabel.com) How does Apple’s ($AAPL) Clean Energy Charging work? wsj.com) The service sector has seen a wholesale flight of workers.

Financial Advising 186

Financial Advising Economy Recruitment Media 186

Wealth Management

JUNE 30, 2023

Emigrant has added the 21st growth-oriented platform to its expanding portfolio of independent wealth management businesses, while no less than six firms announced recruits or acquisitions this week.

Wealth Management 105

Wealth Management Portfolio Recruitment Management 105

The Big Picture

JULY 4, 2023

The Atlantic ) Be sure to check out our Masters in Business interview this weekend with Ilana Weinstein, founder and chief executive officer of IDW Group , the top recruiter of fund managers and traders for many of the largest hedge funds.

Medicine 259

Medicine Recruitment Consulting Education 259

Advisor Perspectives

SEPTEMBER 26, 2023

One of the longer-term consequences of the looming government shutdown isn’t getting the attention it deserves: The youngest potential recruits are receiving yet another reminder of the challenges of public service, and at a time when they are desperately needed.

Government 52

Government Recruitment 52

Wealth Management

MAY 3, 2023

Anthony Fletcher's lawsuit claims that Morgan Stanley hired his candidates without his knowledge, depriving him of commissions.

Recruitment 73

Recruitment Commission 73