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Creating A Generation of Deal Junkies

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...

The Year of Movement

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...

Is Now The Time to Head to Wirehouses?

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....

The Pitfalls of Going Independent

The independent channel seems enticing. But there are several things to consider before making the first step. By Bill Willis OnWallStreet – May 1, 2011 When I began my career in the 1970s, the brokerage industry was idea driven. Firms and their stockbrokers attempted...

The Culture Club

When you think of your branch manager, what images come to mind? Does your branch manger send off positive, negative or neutral vibes? Perhaps the message is mixed. Because he or she represents the management of your firm more than any other executive, that...

The Treasure Within

Wirehouses have created high-end divisions to compete with the boutiques-but have they succeeded? By Bill Willis November 1, 2010 In an effort to compete for the high-net-worth segment of the retail market, Merrill Lynch, Morgan Stanley and UBS have formed separate...