by Patrick M. Kelly | Sep 13, 2011 | Breakaway Brokers, Going Independent
[pullquote]there are more resources than ever to help independent financial advisors transition to the hybrid model[/pullquote] After looking at their options, more and more independent financial advisors are opting into the “hybrid” business model whereby they can...
by Patrick M. Kelly | Sep 9, 2011 | Breakaway Brokers, wirehouses
Independent or Wirehouse business practice? During the past two years this has been the big debate in the industry…who’s moving where and what are the pros and cons of each? What misconceptions are being fostered within the two worlds? Are the Wirehouses recruiting...
by Patrick M. Kelly | Sep 6, 2011 | Financial Advisors, Wall Street
Since last April, Securities America has shed close to 100 financial advisors, and has been bought out by Ladenburg Thalmann Financial Services for $150 million. So, will the remaining advisors remain loyal or jump ship? Well, it appears that Securities America is...
by Patrick M. Kelly | Sep 2, 2011 | Clients
San Diego based wealth management firm, HohyleCohen, affiliate of Focus Financial Partners, has launched a separate practice group staffed by women and targeted at women — specifically high-net-worth women over 45 who own their own businesses, are going through...
by Bill Willis | Sep 1, 2011 | News and Media
In the post-Madoff climate, a well-known wirehouse brand may indeed be more valuable for the advisor than an independent shop. By Bill Willis September 1, 2011 It has become fashionable to talk about the mass exodus from the wirehouse to the independent world....
