Finance Industry Recruiting Firm
And the winner is…UBS! As reported by Reuters on March 28 for OnWallStreet, UBS AG’s American wealth management division has pulled ahead in the race to attract top producers by the use of aggressive recruiting practices and large signing bonuses. Since January, 48 brokers with $6 billion plus in client assets under management have gone [...]
The Baby Boomer investors aren’t the only ones looking to retire within the next few years. Unfortunately, their financial advisors are also Baby Boomers and looking to retire. Where does that leave the next generation and beyond? Veteran advisors are having difficulty finding new talent to help takeover their book of business once they retire. [...]