Where is financial recruiting headed and how do wealth professionals land high paying careers? Check out the latest career recruiting news for Wealth Professionals.
James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or pay off a note balance, or business owners seeking funds for acquisitions or succession planning.
While the future of wealth management looks promising, wealth managers need to not only develop their digital capabilities, but also empower their bench of talent to capitalize on the opportunities ahead culturally and technologically, ensuring...
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.