Wealth Management

JUNE 10, 2025

Are you battling compliance friction or is bureaucracy slowing you down? • Are you "re-recruiting" your top talent to keep them engaged? • Number 8860726. However, objectively evaluating your environment is essential for long-term success. Is your brand aligned with the clients you want to attract? Do you have enough support?

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Trade Brains

JUNE 22, 2025

crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. 44,993 crore in FY25, which is over 2.02

Valuation 59

Valuation Marketing Marketing Recruitment 59

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. It also puts money in the pocket of the next gen because they would receive a portion from the recruiting deal.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. Let me say what your compliance wouldn’t allow you to say.

Management 130

Management Investing Investments Government 130

The Big Picture

JULY 26, 2022

I mean, I don’t — RITHOLTZ: So this is really devious recruitment. WEAVER: — you know, my teaching and recruiting. And since we look at both private and public markets, what do you think of in terms of valuation? WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments.

Numbers 298

Numbers Investing Investments Management 298

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 162

Valuation Clients Investing Investments 162

Diamond Consultants

DECEMBER 20, 2022

With recruiting particularly active at Morgan Stanley and UBS, advisors demonstrated that it’s still the right model for many of them. That is, placing greater focus on building a business with the end in mind, even if it meant eschewing a significant recruitment package.

Recruitment 59

Recruitment Compliance Wealth Management Banking 59