Recruiting
Explore the latest industry news and advice that can help financial advisors hire the best employees and find the right partners to help grow their businesses.
UBS Adjusts FA-Recruiting Packages: Pushes Total Bonuses Up to 260-280%
By Janet LevauxUnder the leadership of former Merrill Lynch executive Bob McCann, UBS Wealth Management Americas has introduced a new recruiting package. Though UBS' latest recruiting...
April 15, 2009
As Recruiting Bubble Ends, What Alternatives Do Advisors Have?This is the fifth installment in an ongoing series for financial advisors evaluating recruiting packages, retention packages, setting up their own fee-only advisory firms or joining independent broker-dealers.
April 09, 2009
Advisor recruiting at big brokerages slows downTop advisors are thinking twice before moving on to another big firm. According to Dow Jones News Service, steep declines in the market have forced...
March 11, 2009
Five Questions for the Top Recruiter at UBSPaul Santucci, who leads recruiting for UBS Wealth Management U.S., explains how the broker-dealer has been on a tear in the United States. What is...
March 11, 2009
Time to Stay or Go?This is the fourth part of an ongoing series written by Steven Insel for advisers evaluating recruiting packages, retention packages, plans to set up their...
March 01, 2009
UBS Taps Top FAs in Texas, Shores Up U.S. Wealth ManagementWhile fierce speculation continues about the future of UBS' U.S. wealth-management operations, the Swiss-based firm added 274 advisors in the fourth quarter of 2008 and...
January 01, 2009
Five Questions for the Top RecruiterWhat's the current environment? We are having a record recruiting year and should be up 15 or 20 percent year over year for 2008 vs. 2007,...
December 01, 2008
Time for Action!For years, the U.S. economy was like the 2007 New England Patriots: undefeated, untarnished. How the mighty have fallen. It's time now for financial advisors to...