https://www.nlrcareers.com/insights RIA, wealth management, recruiting, M&A, and talent strategy insights from Next Level Recruiting. en-us https://www.nlrcareers.com/insights/ria-talent-war-advisors-leaving-wirehouses-2025 https://www.nlrcareers.com/insights/ria-talent-war-advisors-leaving-wirehouses-2025 The independent channel continues to attract elite producers. We examine the structural forces driving wirehouse departures and what RIA firms must offer to win top-tier talent. Tue, 15 Apr 2025 12:00:00 GMT https://www.nlrcareers.com/insights/hiring-process-attracts-passive-candidates https://www.nlrcareers.com/insights/hiring-process-attracts-passive-candidates The best wealth management professionals aren't actively looking. Here's how to design a recruiting process that earns their attention and trust. Fri, 28 Mar 2025 12:00:00 GMT https://www.nlrcareers.com/insights/ma-wealth-management-talent-retention https://www.nlrcareers.com/insights/ma-wealth-management-talent-retention Most wealth management acquisitions underestimate the human capital risk. We examine the common mistakes and how to structure deals that retain key talent. Mon, 10 Mar 2025 12:00:00 GMT https://www.nlrcareers.com/insights/career-transitions-private-wealth-timing https://www.nlrcareers.com/insights/career-transitions-private-wealth-timing For wealth management professionals considering a platform change, timing matters as much as destination. Here's a framework for evaluating when — and whether — to make a move. Thu, 20 Feb 2025 12:00:00 GMT https://www.nlrcareers.com/insights/scaling-ria-talent-strategy-5b https://www.nlrcareers.com/insights/scaling-ria-talent-strategy-5b Growing from $1B to $5B in AUM requires a fundamentally different approach to talent. We examine the hiring patterns of firms that successfully scale. Wed, 15 Jan 2025 12:00:00 GMT https://www.nlrcareers.com/insights/advisor-movement-2026-re-platforming-era https://www.nlrcareers.com/insights/advisor-movement-2026-re-platforming-era Advisor switching surpassed net new advisor formation in 2025 for the first time. Here's what the data means for RIA firms competing for talent this year. Thu, 12 Feb 2026 12:00:00 GMT https://www.nlrcareers.com/insights/ai-wealth-management-recruiting-2026 https://www.nlrcareers.com/insights/ai-wealth-management-recruiting-2026 Advisors are now judging firms by their AI capabilities before accepting offers. Here's how technology is reshaping both sides of the wealth management talent equation. Wed, 18 Mar 2026 12:00:00 GMT https://www.nlrcareers.com/insights/ria-ma-talent-integration-2026 https://www.nlrcareers.com/insights/ria-ma-talent-integration-2026 The RIA M&A market remained exceptionally strong through 2025. But integration failures are pushing key talent out the door within 18 months of close. Here's how to avoid the most common mistakes. Tue, 07 Apr 2026 12:00:00 GMT https://www.nlrcareers.com/insights/compensation-creativity-winning-advisor-talent-2026 https://www.nlrcareers.com/insights/compensation-creativity-winning-advisor-talent-2026 Advisor compensation expectations have risen 12-15% over two years while base salary increases averaged only 4-6%. The firms closing top candidates are competing on something else entirely. Fri, 01 May 2026 12:00:00 GMT https://www.nlrcareers.com/insights/succession-planning-ria-talent-crisis-2026 https://www.nlrcareers.com/insights/succession-planning-ria-talent-crisis-2026 Two-thirds of RIA leaders say the lack of succession planning is a critical issue. As the advisor workforce ages, the firms that solve this problem first will have a decisive competitive advantage. Wed, 20 May 2026 12:00:00 GMT