How Super OSJs Bring Innovation to Broker-Dealers
While broker-dealer management is distracted by heavy-handed regulation, BD producer groups (aka super OSJs) are providing multiple new benefits to reps.
Woodbury-Advisor Group Deal: A Recruiter’s Perspective
As far as acquisition matches go, the purchase of Woodbury by AIG could turn out to be one of the better retention purchases by the insurance giant.
LPL Grabs Russo’s Advantage Financial, $2 Billion in Assets From NPC
Russo described the move of 63 advisors to LPL from NPC as a process that Advantage Financial undertook as it created a philosophy reflecting “the strong currents that are sweeping through the industry.”