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Our team places top talent with wealth-management focused RIA’s and Multi-Family Offices nationwide View Open Positions Schedule a Consultation According to a recent survey by Cerulli Associates, there are just under 800 wealth management focused RIA’s and Multi-Family Offices with over 1 Billion in assets under management across the...

  View Open Positions Schedule a Consultation How can you avoid a prolonged search process when you need to hire yesterday? Over the last year or two, we’ve been contacted numerous times by RIA's and Multi-Family Office's about searches they’ve conducted for positions that have gone unfilled for up...

To determine how portable your book of business is, there are at least seven key questions to consider. View Open Positions Schedule a Consultation If you’re a wealth advisor with client relationships that are restricted under a non-solicit, or possibly even a limited non-compete, or if you’re a company...

Should new employees have their bonuses prorated? It depends, and here’s how you can tell. View Open Positions Schedule a Consultation We often receive questions about how to handle paying bonuses when hiring new employees. More specifically, our clients wonder if, how, and when bonuses should be prorated. Many people in...

Today we’re going to talk about what to look for when hiring a leader for your investment team. Essentially, there are two key questions to ask yourself about the candidate under consideration.View Open Positions Schedule a Consultation What kind of qualities should you look for when hiring a...

There is one factor you must keep in mind when hiring a Chief Compliance Officer. View Open Positions Schedule a Consultation When hiring a Chief Compliance Officer, we've often seen that the need to hire such an employee generally rises under time sensitive circumstances. It can be tempting to simply...

Top performers should not be compensated according to the value of mid-level talent. Here’s what you should look at, instead. View Open Positions Schedule a Consultation When firms look at what they should be paying their employees, they often use too narrow a lens. Oftentimes, they simply reflect on...

We’re answering another common question today about whether a contingent search model or a retained search model is better. Here are the pros and cons of each method. View Open Positions Schedule a Consultation Should you use a contingent search model or more of a retained search model? Many...

Keep these key traits in mind during your search for a Chief Operating Officer. View Open Positions Schedule a Consultation If you’ve decided to hire a Chief Operating Officer (COO), there are a few things you’ll want to look for when finding potential candidates to fill the position. Before...