Diamond Consultants recently completed the 2023 version of its Advisor Transition Report to identify the most important trends in financial advisor recruiting. Overall, recruiting was up 7.5% compared ...

Meanwhile, Wells Fargo snags another rival wirehouse team in Atlanta, while another longtime LPL advisor joins other seceders ...

An asset management firm, custodian and investment technology provider hosted nearly 100 financial advisors at its offices for a recruiting event aimed at expanding its footprint. Oaks, ...

In a market with stiff competition for experienced brokers and less financial advisor movement, recruiting is becoming more expensive and less rational, said James Cracchiolo, CEO of Ameriprise ...

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 ...

There’s a war for talent in the financial advisor space. It can certainly be challenging for practices that are looking to expand, but here are some tips to increase your chances of success from ...

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 ...

Advisors routinely ask us about the changes we see in the wealth management industry as they relate to advisor movement and deals. Questions like: And the truth of the matter is, we couldn’t find a ...

Jason and Louis Diamond explore key advisor developments from 2025 and predict major trends for 2026 including deal ...

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 ...

Recruiting top advisors—or even junior professionals who you can help grow into the role—is one of the toughest challenges in the wealth management business. Four senior wirehouse executives tackled ...

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 ...