Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?

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Mindy Diamond


The 10-minute download that takes a broader look at what’s going on in the wealth management world and the impact on an advisor’s business.

In this episode, Mindy explores the “resurgence” of wirehouse recruiting and its impact on the industry at-large, including:

  • The important signals firms are sending to advisors—and how recent high-profile hires and Morgan Stanley’s E*Trade acquisition are the strongest signals yet.
  • Why the wirehouses are still the right fit for many advisors and their clients—and how these firms are starting to differentiate from the pack.
  • How advisor sentiment has helped to shift the tides—and why trends in movement may be readying to make a shift.

And ultimately, what this all means for employee advisors—regardless of whether you’re considering a move or not.

It’s 10-minutes of insights with value for all advisors—just what you need to know to see your way forward clearly and thoughtfully.




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