Watch breaking news videos and read news updates about Recruiting on investmentnews.com
Wirehouse recruiting numbers must be more transparent
Only when we see the facts behind the aggregate numbers can we learn what is really happening at these firms.
Adviser's Consultant: What it takes to retain women advisers
Brittain Prigge of Balentine shares her firm's success in cultivating a staff in which female advisers make up the majority.
UBS scoops up $950M Morgan Stanley team
Team of four had $5.6 million in production; hire is latest in string of big recruits.
UBS signs up advisers with $870 million AUM from Merrill Lynch
After picking up a $2 billion Morgan Stanley team earlier this month, UBS Wealth Management Americas maintained its recruiting momentum by signing four advisers from rival wirehouse Bank of America Merrill Lynch.
$3 billion RIA Summit Trail reels in $500 million Barclays team
In another blow to Stifel Financial, two former Barclays advisers with $500 million in assets are joining former colleagues at the $3 billion RIA Summit Trail, which was founded last month.
UBS scores $2 billion Morgan Stanley team
The third billion-dollar-plus team to leave Morgan this summer is the latest in a series of big swaps.
Jefferies nabs $1 billion Morgan Stanley duo amid growth push
Hires mark a significant addition to the $6 billion wealth unit at the firm, one year after it brought on a former Morgan Stanley exec as CEO.
Don't assume cash will rule where you move your practice
Upfront money, transition bonuses and forgivable loans: They can be called a variety of things, but they all refer to the same thing — the capital a broker-dealer allocates to an adviser during the transition to their firm, in a forgivable form. There are several misconceptions about the transition
MetLife hits LPL with major raiding suit
Over 60 brokers have jumped to LPL since October, MetLife alleges; former brokers strike back, accusing the insurance company of poor practices.
Is it time to jump into energy stocks?
Breakfast with Benjamin: If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire: The sector is still very pricey.
Cetera closing J.P. Turner, offering some brokers jobs at Summit
CEO Larry Roth claims the move is not part of any widespread consolidation within RCAP's retail brokerage division.
Merrill Lynch nabs $1.3 billion UBS team
Bank of America Merrill Lynch has picked up another UBS team, this time a four-person Houston-based group that manages $1.3 billion in client assets. Adviser Will Leven is bringing analysts Alora Anderson and Anthony Hoff with him, as well as client associate Ashlee Kegler. They will report to Bob
Morgan Stanley head count dips to record low
Largest firm by number of advisers cedes ground with 3% one-year drop; executives point to shedding of lower producers.
AdvisorSpoke's 'Clark Kent' to the rescue
New blog adopts Superman's alter ego as its anonymous author; aims barbs at popular gossip site AdvisorHub.
Merrill sacrifices productivity for head count growth
Bank of America CEO Brian Moynihan warned that adviser productivity and profit margins at Merrill may continue to fall as the firm sacrifices short-term profitability for long-term growth.