Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
On the surface recruiting sometimes looks like firms are just swapping, such as LPL and Osaic recruiting similarly sized firms from each other this week. But that is only the surface. Advisory firms are unique in a myriad of ways, and home office firms offer many options. It’s about finding the right fit for both the recruiter and the recruited, and as time goes by, sometimes the better fit is found in a new place.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.