LPL has long been known as an accomplished and extremely versatile aggregator. Frankly, they were in the RIA aggregation game before it was actually cool.
The latest news from the firms…
Wells Fargo continues to step on the gas with respect to recruiting across the US. Reaching into the management ranks to bolster long term recruiting, the bank continues to burn…
Wells Fargo continues to be as committed as any firm on the street to recruiting financial advisors into its ecosystem. The numbers associated with their traditional brokerage offer makes that…
While wealth management recruiting may have predictably slowed of late, the gears have not completely grinded to a halt. Amidst a market downturn and changes to office and social distancing…
UBS hit the reset button about 9 months ago both here in the US and overseas. New leadership, new initiatives, and specific to wealth management, a renewed push into recruiting…
We told you that recruiting wouldn't slow down during the coronavirus and market correction disruption. If fact, we've alluded to the reality that there are real advantages to moving a…
The life of a financial advisor has a certain trajectory. As a ‘rookie’ you will generally take anyone and everyone, no matter the product and services they require. Assets and…
Neil Goetzman and Jeffrey Nau have joined Raymond James Financial Services, the firm’s independent broker-dealer, in Alexandria, Va., as Goetzman Nau Financial Partners, according to a press release from the…