Rockefeller has quickly become a preferred destination for wirehouse teams seeking comfort in both name and location when it comes to servicing clients and hitting the recruiting bid. Whether it…
Stifel CEO, Ron Kruszewski, is a traveling man. Finding himself in Israel talking about partnerships in ‘early funding’ startups he commented on the strength of Stifel’s wealth management brand and…
UBS is bracing for significant advisor losses throughout 2020. At least they better be. The aggressive comp grid changes provided the perfect cover for advisors and teams on the edge…
During and shortly after the financial crisis recruiting deals skyrocketed to all-time highs No longer were practice acquisitions being had in the 200’s, rather the best teams were cashing in…
MASSIVE MOVE: $14M UBS Team In NYC Bolts; Paul Vigue, Renato Reali And William Platt Exit Stage Left
UBS just lost a massive team out of its New York City flagship office at 1251 Avenue of the Americas. Paul Vigue, Renato Reali, and William Platt have taken their…
Merrill Lynch was the biggest net loser in recruiting and broker attrition in 2019. Nobody across the industry, recruiting or otherwise, expects that to change as we move through 2020.…
The Tom Buck saga has been an epic meltdown worth paying attention to for a little more than three years. Eventually culminating in a 40-month federal prison sentence for the…
The layers of wirehouse (and regional) management continue to shrink. Across the wealth management industry the least popular and least secure job in the business is regional and branch management.
The…