UBS hit the reset button about 9 months ago both here in the US and overseas. New leadership, new initiatives, and specific to wealth management, a renewed push into recruiting…
We told you that recruiting wouldn't slow down during the coronavirus and market correction disruption. If fact, we've alluded to the reality that there are real advantages to moving a…
The life of a financial advisor has a certain trajectory. As a ‘rookie’ you will generally take anyone and everyone, no matter the product and services they require. Assets and…
Neil Goetzman and Jeffrey Nau have joined Raymond James Financial Services, the firm’s independent broker-dealer, in Alexandria, Va., as Goetzman Nau Financial Partners, according to a press release from the…
American business practices long have shown the scars of national trauma’s, busts, and stock
market crashes. One thing is for sure - we always overcome the odds, re-make ourselves, and
adapt to…
For a decade former NFL head coach, Herman Edwards, held a rookie symposium that espoused the dangers of the language and context of social media for athletes. His refrain rang…
J.P. Morgan announced a hiring freeze today amidst the market downturn, expected economic difficulties, and coronavirus pandemic. We expect more global investment banks to follow suit.
Per media reports:
”Citing people familiar…
First Republic continues to be very aggressive in recruiting. So much so that they are targeting and poaching wirehouse executives, not just teams and million dollar plus producers. Last week…