As wealth industry recruitment deals stay high, the true winners will emerge by one key indicator: how financial advisors vote with their feet.
That was one point our panel of eight recruiters could agree on when On Wall Street held its annual Recruiters Roundtable a few weeks ago. But, as always, there was also a lively debate. Where should an advisor transition to best position their business for retirement and/or a sale? What do the new independent players like HighTower offer advisors that other firms cannot? And are large firms such as Ameriprise, Raymond James and Wells Fargo that embrace advisors in all practice channels at an advantage?
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