The idea of forming a team isn’t a new thing in the financial services industry. When I started out at a major wirehouse in the mid 1990’s, it seemed every manager talked non-stop about the firm’s desire to see more advisors join...
It is common knowledge that each and every advisor’s business is a truly marketable and valuable entity. Whether you have built a book that consists of 500 clients and $50 million in assets or 50 clients and $500 million in assets - one...
Two behemoth wealth management organizations enter a bar......and so the joke goes. Morgan Stanley and Merrill Lynch have been two of the most respected and recognized names in the world of wealth management and investment banking for decades...