By Barbara Herman – A firm’s name once meant everything to most advisors—both in terms of defining which firms they would consider joining and how they marketed themselves. Then the financial crisis hit and dramatically altered the perceptions of advisors as well as their clients—and the brand cachet of brokerage firms no longer carried the guarantee of credibility, strength and trust it once did.
Subscribe for Updates
Get updated by email when a new article is added.
Recent News & Articles
- All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm
- RIAs Must Define Value Props to Recruit Top Talent: Schwab
- Home Office News: Wires Hang Help-Wanted Signs (Experience a Plus!); Alts at LPL; Morningstar’s ESG Analytics
- Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence
- An Advisor’s Guide to Termination: A Proactive Approach to Protecting Your Life’s Work