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Giant financial institutions and wirehouses that spent fortunes attracting and retaining top-producing brokers and wealth managers over the past few years may be about to get socked with a big wave of departures this year and, especially, in 2012.
That’s the finding of a new study just completed by Aite, the independent financial industry research and advisory firm headquartered in Boston.
Dave Lindorff, winner of a 2019 “Izzy” for Outstanding Independent Journalism from the Park Center for Independent Journalism, is a freelance writer for Employee Benefit News.
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