FiNet's wirehouse-lite model scores with advisors
Investment in recruiting pays off with highest average assets among IBDs
Author Lisa Shidler May 12, 2011 at 2:27 PM
Related Moves
In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament
The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?
October 1, 2019 at 1:06 AM
Mentioned in this article:
Diamond Consultants
Recruiter
Top Executive: Mindy Diamond
Jeff Spears
May 12, 2011 — 3:30 PM
This is the business model that should concern Wall Street,
Dynasty and Sanctuary(my firm) have a similar construct for higher producing advisors.
