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Content tagged "Leitner Sarch"

Leitner Sarch Consultants

Filed under: Recruiter
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Matt Sonnen: I made a lot of mistakes along the way, and I hope I can help others avoid those.

Focus Financial goes after $100-million wirehouse brokers after hiring five employees suited to the task
The big New York aggregator will put the brokers through a one-year seasoning process before placing them in RIA foster homes

Monday 4.15.13
The New York Times ran a very similar article to the one it published back in July.

The New York Times exposes JPMorgan's brokers, yet again
Same reporters, similar storyline as last summer's article, but this time with audio recordings as supporting material

Monday 3.4.13
Danny Sarch: Some guys at Merrill have targeted this date for more than a year.

Merrill Lynch springs a 62-advisor, $13 billion asset leak in the first quarter
February was a cruel month for the wirehouse as payouts and retention bonuses came due; UBS came out smelling like a rose

Tuesday 4.17.12
David Darnell spent time today letting Merrill Lynch brokers know that he's a banker sympathetic to generous brokerage compensation.

David Darnell tells Merrill Lynch advisors he won't mess with their pay
But recruiters say all comp factors don't necessarily show up on the official payout grid

Thursday 9.8.11
Tony Sirianni: Our biggest issue has been overwhelming demand.

Revenge of the branch managers: Washington Wealth is rapidly putting ex-wirehouse workers in play nationwide
The fledgling RIA is swamped with interest and likes its high-class problems

Friday 8.12.11
Mindy Diamond: Right now, independence is what’s hot.

Why Mindy Diamond is morphing her firm away from pure wirehouse recruiting
Fees are still paid on contingency so a sit-down with her consultancy costs nothing

Friday 4.29.11
Ric Edelman: One of the biggest hirers in the business looks for 10 years of experience and the ability to assist clients to implement their financial plans.

RIAs are hiring like crazy in 2011 but sticker shock, picked-over talent pool may await laggards
The recession was so deep this time around that advisors may find good talent in the bread lines

Tuesday 1.18.11
Mindy Diamond: Morgan Stanley has a supreme name and a swagger.

Counterpoint: Intra-Wall Street recruiting by Morgan Stanley Smith Barney has picked up in the past 60 days
Results of reinvigorated efforts may show up on Labor Day

Monday 8.9.10
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