CI Financial Corp. is taking a “centralized” approach to advisor recruitment, in part to avoid having its CI Assante Wealth Management and Aligned Capital Partners businesses compete against each other. “As opposed to Assante looking for advisors to recruit, Aligned looking for advisors to recruit, [and] sometimes bumping into one another, now [we’re] having just […]
Recruiting pipeline to Richardson Wealth, other independents, remains "very strong", Kish Kapoor says
CEO says prioritizing work from home will help attract talent
The approach helps businesses uncover talent and removes many false preconceptions recruiters form
Three firms set out to change their typical advisor force with new recruitment strategies
Covid-19 revealed the benefits and challenges of working from home. Some advisory firms now tout their remote-work capabilities in their recruitment strategies
Covid-19 hasn’t thwarted wealth management firms’ efforts to attract new talent
Video campaign seeks to dispel myths, focuses on flexibility and autonomy
Partnership offers career opportunities for retired players who are interested in becoming an advisor or taking on another supporting role
The firm has added 16 advisory teams from a year ago while client AUA rose by 54.3% year-over-year