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…
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…
The coronavirus has turned much of what we know to be 'normal' day to day routines completely upside down. No longer are social media feeds filled with talk of sports…
Wells Fargo recruiters and management have made a clear choice about the current state of wealth management amidst the coronavirus outbreak and market downturn - see this as an opportunity,…
Merrill Lynch is a shell of its former self. Very few in the industry believe otherwise. As a division of Bank of America (a smaller profit center division at that)…
Merrill Lynch has clearly pivoted from even giving reasonable lip service to recruiting tenured advisors at rival firms like Morgan Stanley and UBS and recent hires have made that clear.…
NO MORE FAVORS: Big, Tenured Advisor Benefits Evaporate, Often Targeted By Compliance And Management
Over the past few years the stories of Barron’s Top 100 advisors being fired has grown in a way that begs all manner of questions. Questions every bigger producer should…
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…