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New Wells recruiting head hangs hat on offering advisors choice

New Wells recruiting head hangs hat on offering advisors choice
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tru Independence Opens East Coast Headquarters

Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.

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RIA Roundup: Cetera Buys 1st Pure RIA, The Retirement Planning Group

Cetera announced its 1st non-hybrid RIA acquisition, Hightower and Wealthspire added a billion dollars and Mercer, Kestra and tru Independence announced deals.

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Advisor Recruitment Deals Are at Most Competitive Levels Ever,

Baseline recruitment deals were up last year, and many firms are getting more creative with their deal structures, according to a recent report.

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Stifel s Alex David: help advisors beyond client acquisition

Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.

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