When we think about remarkable years in terms of advisor movement, we immediately recall 2008-2009, when more than 20,000 advisors switched firms.
I doubt we will ever see another time like that with a similar confluence of events and frenzy. While movement in 2012 feels relatively disappointing, particularly in the wirehouse space, the year will likely be remembered for a few surprises and highlights.
By Jason Diamond — Choosing to stay at your current firm shouldn’t happen by default. Discover four practical factors to help determine whether your current firm remains the best place to serve your clients and grow your business.
By Wendy Leung, InvestmentNews.com – Many advisors believe their options narrow with time. Wendy Leung explains why today’s wealth management landscape offers more flexibility and opportunity than ever before.
By Jason Diamond, WealthManagement.com – The question isn’t whether AI can replace a recruiter. It’s whether information alone is enough to make one of the most important business decisions of your career.
