Industry Perspectives by Frank LaRosa; Buyer Beware: The New 10% Wells Fargo Recruiter Deal is the Industries New B-Share.
Wells Fargo recently announced a new recruiter incentive commission to any recruiters that refer advisors to Wells Fargo.
INDUSTRY PERSPECTIVES FROM FRANK LaROSA; Ground Control to Major Tom – Robo-Advice Technology Gains Momentum in the Financial Services Industry
Last week, UBS unveiled its Advice Advantage Platform, a service platform which allows customers to transact their business virtually with a human-assisted robo-advisor.
Industry Perspectives from Frank LaRosa; Strength in Numbers – Statistical Trends Show the Growing Power of the RIA
An interesting statistic emerged recently from Cerulli Associates that states independent advisors will control more assets than wirehouse firms by 2020. This information comes as no surprise to our team here at Elite Consulting Partners
Industry Perspectives From Frank LaRosa – The Winds of Change Continue to Blow at Morgan Stanley
‘Fasten your seat belts, it’s going to be a bumpy ride’, might best describe life at Morgan Stanley as last week ushered in another round of dramatic leadership shifts within the organization.
Behind the Curtain – Industry Perspectives from Frank LaRosa; What Once Was Old Is Now New with Oppenheimer’s New Independent Model
The recent news of Oppenheimer offering an independent channel to bolster its traditional wealth management business, by tasking Derek Bruton, the former head of LPL Financials National Sales team, may not have come as a big surprise.
BEHIND THE CURTAIN – INDUSTRY PERSPECTIVES FROM FRANK LaROSA; Taking A Hard Look: Understanding the firm you are at now and where you want to go
In the financial services industry, change is the only guarantee and evaluating your practice, for your sake and that of your clients, to truly address strengths and weakness is the only way to give yourself the ability to strategically plan for ongoing success.
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