This year was arguably the best time to snag free-agent advisors from the wirehouses, with 21 percent of the big four firms’ retention packages expiring, according to data compiled by Cerulli Associates in IMCA’s quarterly research report.
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How much money does one have to have to be considered “wealthy”? More than you probably think, according to UBS’s Investor Watch survey. Sixty-nine percent of millionaires do not consider themselves to be wealthy. But having $5 million in inve...
A Field Guide to Winning the Recruitment Wars
