Danny Sarch is the founder and owner of Leitner Sarch Consultants, a wealth management recruiting firm based in White Plains, NY.
Aug 14, 2019
Firms pay retiring brokers for their clients' assets, but clients often take their business elsewhere
Jul 8, 2019
Some define it as starting their own firm, while others insist it means having full control over investment products and client relationships
May 8, 2019
Firms like Schwab are raking in assets at a much faster clip than the big brokerages