by Bill Willis | Sep 1, 2012 | News and Media
Among the thousands of financial advisers we have met over the years, very few have spent their entire careers at one firm. Advisors are a mobile group. According to the Boston-based research and consulting firm, Cerulli Associates, 12% to 13% change firms in a...
by Bill Willis | May 1, 2012 | News and Media
A growing number of wirehouse advisors are showing more interest in bank brokerage programs today. To clarify, almost all wirehouses are now bank-owned, but the space we are referring to is that which positions advisors directly in a bank branch. The primary appeal,...
by Bill Willis | Mar 1, 2012 | News and Media
Have firms gone too far with their huge retention bonuses? By Bill Willis March 1, 2012 The market meltdown of 2008 and mergers of financial firms that followed are beginning to feel like a distant memory. What remains in the present are the retention bonuses paid to...
by Bill Willis | Jan 1, 2012 | News and Media
OnWallStreet Our annual recruiters roundtable: Dissatisfaction in the ranks and the end of blind loyalty translates into advisors on the move By Frances A. McMorris January 1, 2012 It was a busy year at the firms and, as a result, our seven recruiters are predicting...
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....
