From the Headhunter

New wirehouse math: Inside the numbers

Thu, 10 May 2012 14:06:17 EST

Let's say you're running your own sales force. You have a certain number of salespeople and a certain amount of revenue.

Does corporate loyalty still exist among advisers?

Thu, 9 Feb 2012 11:31:53 EST

So the Giants won the Super Bowl. Again. And it got me thinking about the nature of loyalty. Unfortunately for me, I'm a Jets and Mets fan. So while a good portion of the New York area has celebrated multiple championships over the last years, I'm stuck with my Mets memories from 1986 and 1969.

Why Merrill Lynch's small-account penalty is a big mistake

Wed, 11 Jan 2012 08:05:30 EST

New policy could sour relationships in a business built on relationships; from small acorns ...

A holiday poem and#8212; from a headhunter?

Thu, 22 Dec 2011 10:13:47 EST

Twas the week after Christmas, with most of Wall Street away and#8211;

Why this is a golden age of opportunity for financial advisers

Wed, 16 Nov 2011 11:12:45 EST

If you are a successful financial adviser, of whatever type or channel, in terms of opportunities available, this is your Golden Age. Sometimes and#8220;erasand#8221; are hard to recognize while they are happening; as the clich� says, hindsight is always 20/20.

About the Merrill Lynch Reorg

Fri, 23 Sep 2011 09:32:17 EST

Merrill Lynch, in the wake of the Sallie departure, announced a reorganization this week. John Thiel, widely respected within the and#8220;thundering herdand#8221; of the Merrill Financial Advisers, did away with two different layers of management.

'Sallie, Sallie, Sallie!'

Thu, 8 Sep 2011 07:24:56 EST

The Headhunter wonders why Sallie Krawcheck's departure registered as an earth shattering day in the history of the retail brokerage business.

Regions Bank: The Morgan Keegan conundrum

Wed, 13 Jul 2011 13:05:01 EST

When Big News hits the trade press and the newswires about a particular firm, I'm often asked about how the news affects the recruiting world. In general, it's not rocket science: Good news is good for the firm in question and bad news, like indictments, going bankrupt, etc. is very bad.

Sarch: Are Merrill Lynch advisers nervous about Bank of America?

Mon, 6 Jun 2011 09:28:42 EST

Three years after Bank of America rescued Merrill Lynch, BofA has hit a serious rough patch. Concerns about the bank's mortgage portfolio have welled up again. This week, those concerns drove the bank's stock price below $11. In 2006, it was at $55.