Danny Sarch
DANNY SARCH is president of Leitner Sarch Consultants (leitnersarch.com), a boutique search firm specializing in the wealth management industry.
DANNY SARCH is president of Leitner Sarch Consultants (leitnersarch.com), a boutique search firm specializing in the wealth management industry.
Will the firm's latest deferred comp measure drive advisors away and hurt recruitment? Recruiter Danny Sarch weighs in on the new plan.
These firms have made advisor-friendly cultures a crucial part of their success in both retaining advisors and recruiting new ones.
Many advisors miss the old culture at their firms. What exactly are they longing for?
Wealth management advisory work has evolved from the retail brokerage days of the 1980s, when advisors were considered salespeople.
Here are some smart ways to avoid the stress of juggling multiple responsibilities in your practice.
Who will take over the practice when you retire?
Entrepreneurial advisors are leaving the wirehouses and constructing new business models the industry hasn't seen. But before joining these trailblazers, other advisors should think about what it is they want to change.
For clients, is one type of firm, business model or fee structure better than another?
Industry changes mean branch managers risk more but earn less.
FINRA's broad brush strokes smear good advisors as well as the bad ones. Here are five ways that the regulator, and the industry in general, tars those advisors who uphold the law and act responsibly with the same brush.