matt@sunant.com

Recruiting Roundtable: All Eyes on Super-OSJ and Hybrid RIA Groups for Q4 and Beyond Advisor Moves Leaders Across Hybrid RIA and Super OSJ Groups Affiliated with Commonwealth, Cambridge and Advisor Group Discuss Q4 Recruiting Trends and What’s Ahead By Jeff Nash October 28, 2021 https://wealthsolutionsreport.com/2021/10/28/recruiting-roundtable-all-eyes-on-super-osj-and-hybrid-ria-groups-for-q4-and-beyond-advisor-moves/ As the country has slowly and gradually emerged from the worst stages of the COVID pandemic, financial advisors are continuing to make moves – between firms, from one business model to another, into or out of the industry entirely. Against this backdrop, independent financial advisor groups – including hybrid RIA firms as well as Super-OSJ groups – remain as relevant as ever to the independent wealth management channel. After all, each financial advisor transition involves some uncertainty on the part of the advisor making the move – How much personalized support will I get once I’ve made the transition?  How much help will I need in [...]