Where is financial recruiting headed and how do wealth professionals land high paying careers? Check out the latest career recruiting news for Wealth Professionals.
Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law, who had suffered from bipolar disorder, died by suicide. Now mental health awareness and suicide prevention are a major part of his life’s work.
It’s common for financial advisors to share that they are “uncomfortable” thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change?
Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.