In a weekend conversation with two well-known national wealth management recruiters a few very specific themes emerged. As the markets have remained at all-time highs and even hitting new highs…
If you have decided to go work for Merrill Lynch, under the ownership of Bank of America, in the past 3-5 years - make no mistake, you are a banker.…
There’s been a lot said about the massive shift in private banking and ‘non-traditional’ recruiting over the past several months. Much has been written about both J. P. Morgan and…
UBS hasn’t found the secret sauce, they’ve perfected the use of Thor’s magical hammer and are pounding away at rivals who’ve yet to figure out a way to match their…
In a conversation with a current and prominent J. P. Morgan Private Banker, several internal strategies for dealing with the current exodus were shared with us. To describe those strategies…
In a lengthy discussion with a team that seems determined to leave JP Morgan Securities, multiple points of the recruiting and due diligence process were uncovered. Given the depth of…
Trends and changes often sneak upon us. We usually don’t see them (or act on them) until it is nearly too late. This is an article to make sure you…
Its well understood that wealth management recruiting is white-hot. White. Hot. It’s a seller's market as even middling advisors and teams are in a position of strength, commanding premiums on…