Mark Elzweig

President

Mark Elzweig is a New York-based executive recruiter who specializes in placing financial advisors at wirehouses, regional and independent brokers and registered investment advisory firms.

TRENDING

Professional development

Creating industry on-ramps as 100K advisors head toward the exit

Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management.

By Tobias Salinger

April 16
Tax

IRS extends RMD relief to 2024

The Internal Revenue Service is extending tax relief on required minimum distributions from inherited retirement accounts not made in 2024 after providing similar relief in recent years.

By Michael Cohn

April 16
Earnings

Pershing revenue up slightly as BNY Mellon emerges from a 'problem' to 'opportunity'

Pershing reported higher revenue in Q1 after a rough last year when clients fled due to First Republic's failure. Parent BNY Mellon's CEO Robin Vince said he feels 'very good' about Pershing.

By Rachel Witkowski

April 16