Security Bank of Kansas City, a bank-based program with 10 advisors, is the latest firm to dissolve its b/d entity and move to larger firm as a super OSJ.
In addition to easing up on luring older, established brokers via signing bonuses, the firm is attempting to enhance in-house training programs to bring in younger talent from outside the industry.
Joshua Pace, president and CEO of TCA, cites his firm’s non-competitive nature, modular technology and one-to-one service model as the top reasons Mark Matson moved his RIA over.