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RECENTLY QUOTED OR MENTIONED IN:
Financial Jobs Picture Brightens
May 7, 2010
Fins.com
Indie B-D recruitment slowing
May 2, 2010
InvestmentNews.com
Call of Duty: Former Military Personnel Find Work in Finance
April 29, 2010
Fins.com
Financial Adviser Movement Picks Up in February
March 9, 2010
Wall Street Journal
Wirehouses have hard time building up broker head count
February 14, 2010
InvestmentNews.com
Signs of life in job market? Maybe
February 5, 2010
Marketwatch.com
Wells Fargo Looking To Add 1,400 Advsiors
February 5, 2010
Financial-planning.com
Merrill Plans Trainee Hiring Spree
February 3, 2010
RegisteredRep.com
Reps' game of musical chairs seen unlikely to miss a beat
January 3, 2010
InvestmentNews.com
Warring wirehouses add fuel to hiring fire
November 15, 2009
InvestmentNews.com
Morgan Stanley Smith Barney Recruiting Deals Break 300 Percent
November 12, 2009
Registered Rep
Morgan Stanley gets aggressive in luring brokers
November 11, 2009
Reuters
Rookie Survivors
November 1, 2009
Registered Rep
Schapiro's warning on recruiting deals is offbase, some say
September 4, 2009
InvestmentNews.com
Bank of America's Krawcheck Vows to Keep Merrill Lynch Culture
August 12, 2009
Bloomberg.com
BROKER'S WORLD: Sontag Quits While Many Merrill Brokers Stuck
August 5, 2009
Wall Street Journal
Merrill brokers upset over Sontag's departure
August 5, 2009
InvestmentNews.com
Merrill's Sontag Will Step Down
August 4, 2009
Wall Street Journal
Brokerages Drop Fees to Retain Top Clients
May 29, 2009
Wall Street Journal
Smith Barney Hires Merrill, Wells Fargo Brokers
May 12, 2009
Wall Street Journal
Brokers Abandon Wall Street
May 6, 2009
Wall Street Journal
Major Shift: Wirehouse Veterans Eye Bank Brokerages
April 27, 2009
USBanker
UBS Private Wealth Arm Sets Sights on Further Expansion
April 20, 2009
BankInvestmentConsultant.com
Trailing 12? Try Trailing Three. Recruiting Bonuses Cool Down
March 26, 2009
Registered Rep
For Sale: Branch Offices
March 25, 2009
Registered Rep
Smith Barney Lost Over 500 Brokers In Recent Weeks -Sources
March 9, 2009
Wall Street Journal
The Latest News From the World of Investment Planning
March 2, 2009
Wall Street Journal
For Edward Jones, wirehouse shrinkage spells opportunity
March 1, 2009
InvestmentNews.com
New Payout Shakes Wachovia Broker Ranks
February 27, 2009
Wall Street Letter
Wachovia To Pay Brokers Bonuses To Join, Not To Stay
February 24, 2009
CNNMoney.com
Wachovia reps won't get retention bonus
February 22, 2009
InvestmentNews.com
2nd UPDATE: Wachovia Brokers Won't Receive Retention Packages
February 20, 2009
Wall Street Journal
Morgan Stanley, Citigroup to Give Brokers Big Retention Fees
February 14, 2009
Wall Street Journal
Low-producers to exit wirehouses
February 8, 2009
InvestmentNews.com
Smith Barney Raises Recruiting Deals For Top Brokers
February 6. 2009
Wall Street Journal
RJ & Makay's New Video: 'Non-First-Quartile' Financial Advisors Getting Some 'Love'
February 5, 2009
Yahoo! Finance Canada
Recruiters: Salary Cap Spells Brain Drain
February 5, 2009
Wall Street Letter
Wall Street faces new frontier on bonuses, perks
February 4, 2009
Reuters
Recruiting Trends for Established Advisors
January 25, 2009
Lady Advisor
Morgan-Citi's first challenge: Duplication
January 19, 2009
InvestmentNews
Citi Breakup: Who Loses, Who Wins
January 14, 2009
eFinancialCareers.com
A Curve Ball for Merill Lynch Advisers?
January 8, 2009
eFinancialCareers.com
Booming field of financial advisers brings more women in
December 9, 2008
DesMoinesRegister.com
UBS hires 132 advisers from U.S. rivals
December 5, 2008
Reuters
UBS Wealth Management Hires 132 Brokers
December 4, 2008
CNN Money.com
Recruiting Brokers with Gloves-Off Video
December 3, 2008
eFinancialCareers.com
Merrill Moves to Retain FAs
December 1, 2008
Researchmag.com
War Breaks Out For Wirehouse Brokers
November 30, 2008
Financial Advisor Magazine
Demand Increasing for Women FA Trainees
November 24, 2008
Lady Advisor
Bank dealmaking circus=recruiting bait?
November 20, 2008
Reuters
Schwab outflanks smaller rivals for new advisers
Novemeber, 19 2008
guardian.co.uk
Recruitment deals slim down
November 16, 2008
Investment News
Cultures Clash as Herd Meets 'Wal-Mart of Banking'
November 14, 2008
Wall Street Journal
RJ & Makay taps Wall St. talent pool
November 14, 2008
Variety
Can "Odd Couple" Merrill Lynch - BofA do it?
November 14, 2008
Venture Times
RJ & Makay's Billion Dollar Video
November 12, 2008
MarketWatch
Bonus question: What will Wells Fargo pay to keep brokers?
November 11, 2008
bizjournals.com
Battle Lines Drawn For Merrill Lynch Brokers
November 4, 2008
eFinancialCareers.com
Morgan Stanley, UBS Extend Recruitment Packages
November 3, 2008
Wall Street Letter
Merrill Lynch Advisors Are "Insulted" By Retention Packages
October 27, 2008
CNBC.com
The Merrill Lynch Thundering Herd Charging for the Exits
October 27, 2008
Forbes.com
Indie B-Ds, Asset Managers Look to Wall Street for Techies
October 26, 2008
InvestmentNews.com
Bank of America Offers Bonuses to Merrill's Brokers (Update3)
October 24, 2008
Bloomberg.com
Merrill Reps Are Shown the Money
October 24, 2008
InvestmentNews.com
Broker’s World: BofA, Merrill Make Retention Offer To Brokers
October 24, 2008
CnnMoney.com
Tension Grows As Merrill Advisors Wait On Retention Packages
October 22, 2008
WealthBriefing.com
Different Perspective On Wachovia Name
October 17, 2008
Atlanta Business Chronicle
RJ & Makay: 'Wells Fargo & Wachovia: This Isn't Just A Shotgun Wedding, It's Polygamy'
October 15, 2008
Marketwatch.com
Fidelity, Schwab Target Merrill Reps
September 28, 2008
InvestmentNews.com
Job Cuts Soar Over 120,000
September 26, 2008
TheDeal.com
Recruiting Firm Turns To YouTube To Attract Merrill Brokers
September 25, 2008
Dow Jones Newswire
Rising From The Ashes
September 19, 2008
GlobeAndMail.com
Morgan Stanley Keeps Up Recruiting Pace
September 18, 2008
FundFire.com
Wall Street Woes Have Recruiters Scrambling as Firms Try to Poach Talent
September 18, 2008
Workforce Management
Merrill Lynch Sale Triggers Massive Hiring Frenzy
September 16, 2008
Forbes.com
Press release covered by Forbes, Reuters, and MSN Money
