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 ...

After an extremely competitive 2025, senior financial advice industry executives and headhunters think this year will also be ...

Mariner Wealth Advisors is making a major recruiting push to grow its senior wealth advisor ranks by about 67%, or 250 advisors. Mariner currently has 374 senior wealth advisors. “One of my key ...

Advisory firms serious about hiring in 2023 say they are offering equity to seasoned professionals, establishing a pipeline through a local college, and mining networks for interns and career ...

Recruitment of financial advisors was brisk last year and downright frenzied in the last six months, even as markets took a downturn, a new report shows. Processing Content The number of experienced ...

While many advisors are already making the move from wirehouses to RIAs and independent shops, recruiters expect that activity to pick up this year. That was the conclusion of a recent presentation ...

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 ...

Stifel Financial reported a record year for its wealth management business, with a wave of recruitment helping the division mark all-time highs for revenue and total client assets in the fourth ...

In 2023, the partners at Frisch Financial decided it was time to hire another financial advisor. The Melville, N.Y., firm, with about $800 million in assets under management, had grown a lot over the ...

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 ...

NEW YORK--(BUSINESS WIRE)--Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced that Jacob DuBose, CFP®, has been appointed as its ...