Is David Defeating Goliath in the Recruiting Race?

Larry Roth, CEO, Wealth Solutions Report

Study Reveals Advisors Prefer Affiliation With Smaller Firms, Clients Asking About Cash as Interest Rates Rise

To My Fellow WSR Community Members:

Sometimes our most basic assumptions fall apart in an eye-opening moment of clarity. In our industry, we often presume that the leaders in the recruiting wars are the megafirms. 

However, a new study reveals holes in this common perception, giving us a glimpse into independent advisors’ needs and actions as they seek out new affiliation partners. 

In addition, we explore options for clients close to or in retirement reacting to higher interest rates by asking to move into cash. Is cash the best strategy? We walk through the nuances with a panel of experts. 

This Week’s Issue

Here’s what we have for you this week:

“Is cash really king?”
Affiliation with smaller firms can be a match made in heaven for some advisors!

Send us your comments and suggestions, as well as any questions you would like to ask the experts. We will always keep your identity confidential. 

Share these articles with your friends and colleagues by email and social media, including LinkedIn and Twitter. 

Have a great week!


Larry Roth, CEO

Wealth Solutions Report

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