Added on December 2015 in Join an RIA
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Summary: With Thanksgiving over and the rest of the holiday season creeping up on us, now is the time when advisers begin to finalize their business and strategic plans for the upcoming year. For many on the wirehouse side, that means laying the groundwork for a move to the independent space
Added on October 2015 in Join an RIA
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Summary: So which states offer the best salaries for advisors? And by "best salaries" we mean most bang for the buck. Using a formula devised last year, we adjusted data to account for purchasing power differences in each of the 50 states.
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Summary: For successful, entrepreneurially minded wirehouse advisors, the allure of going independent is a powerful, magnetic force.But as more and more top producers opt to launch their own shops free from the dictates of big-bank employers, wirehouses are trying harder to retain them—and their client assets part-and-parcel.
Added on February 2015 in Join an RIA
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Summary: Advisors are on the move. The conditions are perfect -- which is another way of saying the six-year-run of notching record gains in the stock market may be coming to an end. Despite years of sky-high recruiting packages, advisors have been hesitant to move. Making money in a market that has returned nearly 200% since the lows of 2009 has been relatively easy. Plus, firms have been handing out retention bonuses to keep everyone right where they are. In such a good business environment, why move?
Added on December 2014 in Join an RIA
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Summary: You’re pinching yourself. Hoping it’s not a dream. A branch manager from the evil empire just offered you $1.4 million to join his wirehouse. The upfront money is deceptive, warns Mr. Spitzer. As principal and interest are forgiven on an EFL, they generate ordinary income. And the ensuing taxes can reduce your take-home pay to zero.
