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Biggest recruiting moves of 2018
**This article was shared courtesy of Financial Planning (www.financial-planning.com). Written and edited by Andrew Welsch. This year’s largest recruiting moves boast some impressive stats: 17 teams and solo advisors overseeing $75 billion in assets. The overall number of billion-dollar moves is down from last year’s 24, but the combined AUM is up thanks to several
Watch Out for These 4 Behaviors by Your Financial Professional
Written By FINRA: KAITLYN KIERNAN The Financial Industry Regulatory Authority (FINRA) and other financial regulators work hard every day to protect investors from fraud, scams and financial professional misconduct. But at the end of the day, a diligent and vigilant investor is her own best first line of defense. The vast majority of registered financial
HOW TO LEVERAGE ALUMNI NETWORKING ON LINKEDIN TO FIND A JOB
Disclosure: This article was written by John Muscarello is the founder of Endless Job Offers. He provides actionable networking and career advice for young professionals in their 20’s and 30’s. Download his free guide “Four Free Tools You Can Use To Connect With Top Performers.” If you are frustrated searching job boards, sending resumes into black holes, and
TOP MISTAKES TO AVOID IN YOUR COVER LETTER’S INTRODUCTION
Disclosure: This article was written by Jessica Holbrook Hernandez. She is an expert resume writer, career and personal branding strategist, author, speaker and President/CEO of Great Resumes Fast. She creates high-impact, best-in-class resumes and cover letters that transform job searches into interviews and ultimately job offers. For more information about professional resume writing or to read more
The latest from our podcast series for financial advisors
Creating Sustainable Scale: How CAPTRUST’s Unique Model Drives Enormous Growth and a $1B+ Valuation
When it comes to growth through acquisition, Rush Benton Senior Director of Strategic Growth at CAPTRUST – the $1.25B RIA firm – knows his stuff. In this podcast episode, he and Louis Diamond have a spirited conversation around their extraordinary growth—that is, from $400mm in AUA to $400B in just two decades. Rush shares the CAPTRUST growth methodology, achieving what he calls “sustainable scale,” plus opportunities and challenges facing all financial advisors and much more. 
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In the news
Biggest recruiting moves of 2018
**This article was shared courtesy of Financial Planning (www.financial-planning.com). Written and edited by Andrew Welsch. This year’s largest recruiting moves boast some impressive stats: 17 teams and solo advisors overseeing $75 billion in assets. The overall number of billion-dollar moves is down from last year’s 24, but the combined AUM is up thanks to several
Watch Out for These 4 Behaviors by Your Financial Professional
Written By FINRA: KAITLYN KIERNAN The Financial Industry Regulatory Authority (FINRA) and other financial regulators work hard every day to protect investors from fraud, scams and financial professional misconduct. But at the end of the day, a diligent and vigilant investor is her own best first line of defense. The vast majority of registered financial
