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As the shift to fee-based accounts roils the industry, forward-thinking firms are revisiting how they pay employees while also making work more enjoyable. By Charles Paikert
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The newly independent advisors added a new team and are looking to bring on more practices.
April 2 -
Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.
April 2 -
Dean Hoover is the latest advisor to join the Raymond James-affiliated independent firm.
April 2 -
Planners are seeking the independence and support that they say they aren’t getting at wirehouses.
April 2 -
Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.
April 2Cruz Consulting Group -
Thinking of leaving a big broker-dealer? Answer these three questions first, recruiter Mark Elzweig writes.
April 2
Mark Elzweig Co. -
Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.
April 2
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Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.
April 2 -
As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.
April 2
Financial Planning








