Baseline recruitment deals were up last year, even among the independents, and many firms are getting more creative with their deal structures to incentivize movement, according to a recent Diamond Consultants report.
Even after a career spent helping clients prepare for their futures, it’s not always easy to follow your own sage advice.
The 2022 Advisor Transition Report features the latest full year data on financial advisor movement, transition deals and transition case studies.
A conversation with Michael Nathanson, CEO and Chair, The Colony Group.
Shane Morrow discusses leaving insurance-based independent broker/dealer, Lincoln Financial, and how his new firm, IronBridge Wealth Counsel, has thrived with Advisor Group's SagePoint Financial.