 It’s going to be harder to attract human capital, so the firms who are better at gaining, training and retaining talent are going to have a competitive advantage."Dan Seivert, CEO and founder of ECHELON Partners. |
Ten Reasons Why Advisors Sell Their Firms
Megan Leonhardt | wealthmanagement.com, March 2015
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Summary: The volume of dealmaking in the wealth management industry is grossly understated, Dan Seivert, CEO and founder of ECHELON Partners, told advisors earlier this week at Pershing Advisor Solution’s regional conference. His firm estimates between 3,000 and 9,000 people are breaking away and joining other firms, compared to the 700 to 800 breakaway deals reported in the media.
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