Why The Super-OSJ Model Is Far From Doomed – Financial Advisor Magazine
Super-OSJs are not only here to stay for the long [...]
Ex-LPL recruiters start new firm with an eye toward their old one – Financial-Planning.com
"Three former LPL Financial recruiting executives have launched their own [...]
Institutional Alternatives vs “Institutional Quality” Alternatives
This is an article I wrote which was published in [...]
Is Finra Outdated?
This article from Think Advisor highlights the shrinking of Broker/Dealers [...]
Not All Recruiters Are The Same
I wrote this article to highlight the differences for advisors [...]
Independent Advisor’s Succession Partner is a Bank
Under the right circumstances, Banks can be a great partner [...]