by Patrick M. Kelly | Jul 22, 2013 | Compensation, Financial Recruiting Industry
“The recruiting deal rubber band has been stretched out as far as it’s going to go, and the reason circles back to advisor demographics.” This prediction, according to Mark Elzweig, who heads a New York-based executive search firm focusing on the asset...
by Patrick M. Kelly | May 29, 2012 | Financial Recruiting Industry, Hiring
Program Managers — the essential and crucial link between financial advisors and their bank investment program are interviewed and scrutinized in OnWallStreet’s report “The Top 20 Program Managers” by Conrad, Correia, Barack and Sheehan on May 1. The Program...
by Patrick M. Kelly | Apr 27, 2012 | Financial Services Industry, wirehouses
Financial Advisor Magazine April 2012 issue Wirehouses Still King Of The Hill Despite headlines about breakaway brokers and the ascendency of the independent, fee-based advisory model, the Big Four wirehouses are still holding their own. According to Cerulli...
by Patrick M. Kelly | Aug 4, 2010 | Financial Recruiting Industry, Hiring, wirehouses
[pullquote]Hiring younger and newer advisors will allow the company to shape and mold them to fit their culture.[/pullquote] It may seem that many advisors are jumping ship from the wirehouses and heading toward independent firms. However, wirehouses are still...