Danny Sarch
Danny Sarch is the founder and owner of Leitner Sarch Consultants, a wealth management recruiting firm based in White Plains, N.Y.
Danny Sarch is the founder and owner of Leitner Sarch Consultants, a wealth management recruiting firm based in White Plains, N.Y.
Being on the side of the argument that says you do not have to act in the best interests of your client is laughable.
Here are some ramifications the new rule may have on adviser movement in the industry.
If the firm's executives expected trainees to work long hours without being compensated for their overtime, then they deserved to lose the lawsuit.
Wirehouse recently claimed it typically retains 40%-50% of client assets after an adviser leaves.
Policies and procedures which, when layered upon already onerous rules and regulations, fail to recognize advisers' years of experience and wisdom.
The question of who 'owns' the client becomes key as firms seek to 'marry' younger advisers to their older colleagues.
By definition, being a headhunter puts me in an adversarial relationship with some firms (working against them), while…
Today is another anniversary of 9/11 and we all remember where we were on that horrible morning. I…
I have teenage girls. They are wonderful kids and I am sure that many of you share some…
Cross-selling may sound like a good idea, but lousy service can send customers packing
