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
Displaying 80 results
PRACTICE MANAGEMENT MAY 09, 2016
Brokers: Either move toward a fiduciary standard or have it forced upon you

Being on the side of the argument that says you do not have to act in the best interests of your client is laughable.

PRACTICE MANAGEMENT APR 08, 2016
How the DOL fiduciary rule could affect financial adviser recruiting

Here are some ramifications the new rule may have on adviser movement in the industry.

Lesson from Bank of America settlement with Merrill Lynch trainees: Long hours required to make it
PRACTICE MANAGEMENT APR 08, 2016
Lesson from Bank of America settlement with Merrill Lynch trainees: Long hours required to make it

If the firm's executives expected trainees to work long hours without being compensated for their overtime, then they deserved to lose the lawsuit.

Recruiter questions Merrill Lynch's client retention numbers
PRACTICE MANAGEMENT MAR 29, 2016
Recruiter questions Merrill Lynch's client retention numbers

Wirehouse recently claimed it typically retains 40%-50% of client assets after an adviser leaves.

INDEPENDENT BROKER DEALERS MAR 24, 2016
The biggest teams are not going independent for financial reasons

Policies and procedures which, when layered upon already onerous rules and regulations, fail to recognize advisers' years of experience and wisdom.

PRACTICE MANAGEMENT OCT 26, 2015
What's ahead for the broker recruiting protocol in an age of generational transition?

The question of who 'owns' the client becomes key as firms seek to 'marry' younger advisers to their older colleagues.

PRACTICE MANAGEMENT AUG 11, 2014
Wall Street firms band together to support a headhunter's cause

OPINION SEP 11, 2013
On a Day of Mourning, We All Can Use a Laugh

WIREHOUSES MAY 17, 2013
Sarch: Morgan Stanley 3D, almost a year later

PRACTICE MANAGEMENT APR 18, 2013
When your firm costs you clients, Part 1

Cross-selling may sound like a good idea, but lousy service can send customers packing