It shouldn't surprise anyone that if you put nine top recruiters in a room to discuss the state of the wealth advisor industry, they would come down on the side of now would be an excellent time for many of those advisors to make a move. But over the course of the day-long discussions that comprised On Wall Street's 2014 Recruiter's Roundtable, it became clear that their reasons were far from self-serving.
These talent scouts recognize that 2013 was a stellar year to be an advisor, with a rising market lifting all boats. Butcue ominous musicthe group also sees trouble brewing in paradise, beginning with the FINRA transition package disclosure rule that will most likely be enforced. Meanwhile, other changes are afoot that make the timing right for advisors to take stock and consider a move. In the wide-ranging conversation that follows, our panel of experts explains their thinking.
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