Independent Advisor Alliance is offering to pay relocation expenses to capitalize on advisors' current desire to leave big city locales, says the firm's chief business development officer.
Covid-19 has not changed the core due diligence required, but it has changed how certain items might be weighted, says Dynasty Financial Partners’ M&A chief.
Recruiters believe the two wirehouses are now basing the bonuses on client assets instead of production to reduce potential conflicts of interest related to Regulation Best Interest.