 Advisors who opt for independence already have the entrepreneurial DNA, They are more interested in maximizing their control over their business than they are in getting big recruiting packages." Mark Elzweig, president of Mark Elzweig Co. |
Top Reasons Advisors Strike Out on Their Own
Bruce W. Fraser | On Wall Street, June 2015
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Summary: There are many reasons why financial advisors leave big firms such as Merrill Lynch or Wells Fargo and go independent. Two veteran industry recruiters – Howard Diamond, managing director and general counsel of Diamond Consultants of Chester, N.J., and Mark Elzweig, president of Mark Elzweig Co. of New York – discussed some of the top reasons advisors venture forth on their own.
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