Merchant Buys Minority Stake in $12.2B Raymond James OSJ

Merchant Investment Management, a New York–based private partnership that provides growth capital and other support to independent financial services firms, has taken a minority, non-controlling interest in Concurrent Advisors, a super office of supervisory jurisdiction of Raymond James Financial Services. San Diego–based Concurrent supports 55 advisory teams and a total $12.2 billion in client assets, Merchant’s biggest

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Broker Recruiting Not a ‘Good Formula’ for Clients, Shareholders or Firm: Merrill’s Sieg

June 14, 2021By Mason Braswell and Miriam Rozen Merrill Lynch Wealth Management President Andy Sieg reaffirmed on Monday the firm’s intention to stay out of the veteran broker recruiting game, noting he and other senior executives “don’t think it is a good formula for clients, shareholders or the firm overall.” “One of our principles is that

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Biggest recruiting moves of 2018

**This article was shared courtesy of Financial Planning (www.financial-planning.com).  Written and edited by Andrew Welsch.  This year’s largest recruiting moves boast some impressive stats: 17 teams and solo advisors overseeing $75 billion in assets. The overall number of billion-dollar moves is down from last year’s 24, but the combined AUM is up thanks to several

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Top Mistakes To Avoid In Your Cover Letter’s Introduction

Disclosure: This article was written by Jessica Holbrook Hernandez. She is an expert resume writer, career and personal branding strategist, author, speaker and President/CEO of Great Resumes Fast. She creates high-impact, best-in-class resumes and cover letters that transform job searches into interviews and ultimately job offers. For more information about professional resume writing or to read more

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