For as long as advisor recruiting has existed (lets call it 40 years) the annual winners of the arms race have carried one specific thing into battle - the biggest…
If you thought that Bank of America couldn’t do any worse in screwing up a once proud brand like Merrill Lynch, you were wrong. Last week they proved that the…
If you want the biggest recruiting check, mows the time to hitch your wagon to Wells Fargo (see what we did there). The firm remains the most aggressive recruiter in…
The headline on this article gives you a bit of a heads up when it comes to transitioning from one firm to another. Lawyers. In this case, lawyers are your…
It is an understatement to say that the Covid-19 pandemic ‘changed’ wealth management habits for both firms and clients. Simply claiming changes doesn’t do it justice. Some serious shifts took…
Merrill Lynch, the firm that used to set the entire narrative for the wealth management industry, isn’t even a skeleton of its former self. It has become a zombie. The…
UBS keeps stacking up JPM Private Bank teams across the country. Another one just dropped as we were passed a note moments ago. This makes the third sizable move from…
Thomas Salvino, whose Salvino Wealth Management team managed $2.2 billion at William Blair in Chicago, has gone independent and launched Performance Wealth, a registered investment adviser based in Hinsdale, Illinois.
The nine-person team…