Depending on what source you look at, the average age of an advisor in the financial services industry is anywhere from 51-57 years old. While that would typically leave plenty of time until the average age of retirement, the average

Stifel has been on an 18-month recruiting tear the likes of which hasn’t been seen on the wealth management industry since the financial crisis when nearly every big fish advisor was determined to jump into a different boat. The financial

That didn’t take long. In a quick turnaround, Craig Findlay and a large portion of his former UBS team, has stood up an RIA in Ohio. After evaluating several suitors Mr. Findlay chose Dynasty’s platform and partner service providers to

Another week and another headline depicting attorneys running the show at Morgan Stanley. A judge granted a TRO (temporary restraining order) on behalf of Morgan Stanley to stop a departing broker from speaking to clients regarding a potential move away

The gap continues to widen in the world of recruiting so far in 2019. Stifel leads it’s fellow wealth management contemporaries by a larger and larger margin every week. And there doesn’t seem to be any slowing of that momentum.

Whenever something of scale works at the wirehouses you can bet the others are going to do their best to copy it without making it look like they are copying it. Exhibit A is Merrill’s current comp plan adjustment based