LPL Financial's New CEO Outlines Growth Strategy Focused on Top Revenue ...

November 6th, 2024
Rich Steinmeier, newly appointed CEO of LPL Financial Holdings Inc., announced the company's focus on attracting high-revenue-producing advisors an...

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B. Riley Financial to Sell Wealth-Management Assets to Stifel Financial ...

November 5th, 2024
B. Riley Financial Inc. announced it will sell part of its wealth-management business to Stifel Financial Corp. for up to $35 million in cash, aimi...

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Citigold Enhances Recruitment Strategy with New Loan and Bonus Program

November 4th, 2024
Citigold has rolled out an updated loan and bonus package to attract high-caliber financial advisors to its wealth management business, aiming to s...

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Raymond James Focuses on High-Value Advisor Recruitment Amid Rising Assets

November 1st, 2024
Raymond James Financial has shifted its recruitment strategy to focus on advisors with larger client portfolios, while total headcount growth has s...

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Stifel CEO Confident in Advisor Recruitment Despite Headcount Decline

October 30th, 2024
Stifel Financial remains optimistic about the company's veteran advisor recruiting efforts, despite a nearly 1 percent year-over-year decrease in i...

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Ameriprise CEO Claims Competitors Paying Too Much for Advisor Recruits

October 29th, 2024
Ameriprise Financial CEO James Cracchiolo expressed confidence in the company's recruitment approach despite rising competition and increased hirin...

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Merrill Remains Consistent with 2025 Advisor Compensation Plan

October 28th, 2024
Merrill Lynch announced it will not make significant changes to its advisor compensation plan for 2025, according to Co-Head Eric Schimpf.

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Rockefeller Global Family Office Expands with Major Merrill Lynch Team A...

October 25th, 2024
According to AdvisorHub, Rockefeller Global Family Office recently secured a 16-person team from Merrill Lynch, led by Christopher A. DiMedio, in a...

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CFP Board Adjusts Advertising Campaign Following Criticism from Financia...

October 24th, 2024
The Certified Financial Planner (CFP) Board of Standards recently made significant changes to its "Quite Possibly the Perfect Job" advertising camp...

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Wells Fargo Advisors Phases Out Producing Manager Roles in Key Markets

October 23rd, 2024
Wells Fargo Advisors has mandated that producing managers in major markets choose between managing client assets or overseeing branch offices.

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