Recruiting

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  1. Articles

    HighTower adds $400 million RIA to partnership

    Firm adds 43rd team to its partnership as it begins deploying funds from a $100M loan to boost recruiting. See IN's Advisers on the Move for other big deals.

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    HighTower nabs top FiNet recruiter

    Firm signs Kimberly Hollenbeck to help recruit on the West coast; fills position left open by Kevin Geary.

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    CFP and ChFC in different leagues, CFP Board says

    War of words continues as American College and CFP Board aim to attract designees.

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    Algorithms stalling recovery, or so it seems as hot resumes go nowhere fast

    Expanding use of technology that uses ultra-specific criteria to screen and winnow candidates may be perpetuating one of the most unusual features of the slow rebound in the U.S. labor market: Despite a steady increase in openings since the recession ended in 2009, these positions are being matched

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    Motley Fool expanding its wealth management division

    Online investing platform hiring more financial advisers over the next couple of years to broaden its reach.

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    Even decades of legal protection don't create diversity

    What barriers can be identified and scaled to address this pervasive weakness in the financial advice industry?

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    3 lessons in team building advisers can learn from the San Antonio Spurs

    The focus of the sporting world has quickly shifted to the World Cup, but I believe there are some valuable takeaways from another recent sporting event: the San Antonio Spurs' dismantling of the Miami Heat in the NBA Finals. The key to the Spurs' victory was how each team member played within ...

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    Don't get stuck with a B-D lemon

    When it's time to buy a new car, most people follow similar steps. We read Consumer Reports, perform research online, take test drives and negotiate the best price. No one wants to buy a lemon. No one wants to have issues with a car they drive every day.

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    Advisers held back by fee-based fears

    Wirehouses outpace the rest of the industry in making the shift to charging fees.

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    California financial adviser leaves Beverly Hills bank for RIA

    EP Wealth Advisors of Torrance, Calif., has more than $1.6 billion in assets under management.

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    Wells Fargo breakaways join Focus firm

    Focus Financial Partners has backed another breakaway deal, this time involving two former Wells Fargo & Co. advisers who managed about $400 million in client assets. In Focus' 12th deal so far this year, advisers Joseph Zappia and Ted Garofola jumped ship to join existing Focus partner firm LVW

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    HighTower Network adds $300 million Merrill team

    Two Merrill Lynch advisers with a combined $300 million in assets under management go independent as a HighTower franchise

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    U.S. Trust hires managing director from JPMorgan in expansion bid

    Firm looks to deepen its reach in the ultrahigh-net-worth market segment with plans to double head count in Washington by year's end.

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    7 biggest ways top-performing firms sustain their growth

    The fastest-growing and most profitable firms often take unconventional approaches to their business models. To see how your firm stands up, take part in this year's study.

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    Wirehouses warm to bank channel recruits

    Wirehouses are now focusing on a new market segment in their talent searches: bank channel recruits. Why the change in sentiment for advisers once considered too risky?