After an extremely competitive 2025, senior financial advice industry executives and headhunters think this year will also be a dogfight for the best advisors.
The company’s outstanding employee loans topped $4.8 billion as of Dec. 31, according to its annual report.
This is the 14th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...
Thrivent has set a lofty goal for recruiting financial advisors. It could be easier said than done given how competitive the marketplace for advisor talent has become. The Minneapolis-based ...
Kestra’s focus on building its total number of advisors has industry executives with two minds: Kestra may be looking to boost its financial advisor headcount for a pending sale, or it simply may be ...
There’s an adage attributed to Jackie Kennedy: “The first time you marry for love, the second for money, and the third for companionship.” Movement in the wealth management industry used to follow a ...
Across the wealth management industry, 2025 is shaping up to be a very busy recruiting year. The reason? Nearly 3,000 financial advisors managing $285 billion in assets for one of the most respected ...
Independent Financial Partners has hired Louis Hanna as its new director of recruiting. He will be responsible for recruiting financial advisors and advisor teams from wirehouses, and regional and ...
Although an imperfect gauge, recruiting loan balances provide a rough measure of the lengths to which firms are going to build their businesses by poaching established practices from industry rivals.
Advisory firms often use conferences as a recruitment opportunity, inviting local college students who are interested in the industry. Yet, when executives at Securities America decided to tackle ...
A group of advisors say they have been unfairly caught up in a legal battle between LPL Financial and Ameriprise Financial, their current and former firms. For nearly a year, two of the largest wealth ...