LPL Financial

2023年7月24日

与此同时,等等提供量身定制的留任奖金Securian顾问谁管理办公室。2023年7月24日,在2023年上半年,Securian金融服务公司,经纪自营商和注册投资顾问是Securian财富管理业务的金融集团,95年已经超过1000的金融顾问离开公司加入竞争对手,根据InvestmentNews数据。顾问离职后来自Securian等等金融集团1月宣布收购Securian财富管理业务的一笔资金,在一个交易将在第三季度完成。今年5月,InvestmentNews报道,金融顾问离开Securian 43,所以顾问的步伐离开公司另一个经纪交易商似乎略有回升。竞争对手通常群在被收购公司的财务顾问。在宣布出售的时间等等,Securian的财富管理业务包括超过1000名顾问监督管理着248亿美元的资产和474亿美元资产的管理。Securian顶部经纪自营商招聘顾问在今年上半年是:LPL Financial, 21;Raymond James金融服务公司,有19个;StanCorp股票公司,13;和联邦金融网络,11。 Those four firms recruited two-thirds of the advisors who have left Securian so far this year. It’s no wonder the Securian advisors would be so highly prized. In an interview over the winter, Cetera Financial CEO Adam Antoniades noted that the average production per advisor, meaning total annual fees and commissions, was in the range of $650,000 at Securian, which is more than double the figure at LPL Financial. Meanwhile, industry recruiters who spoke confidentially to InvestmentNews noted that Cetera has been discussing retention bonuses with senior advisors and leaders at Securian, but that details of any deals were scant. “Fewer than 10% of advisors have departed Securian this year, including advisors who were already in motion prior to announcement of the transaction with Cetera, and of those who left, nearly 80% had insignificant production,” wrote a Cetera spokesperson in an email. “As of June 30, retained assets are equal to or better than projected, and we believe these are industry leading retention metrics for acquisitions of this type.” In June, Foundations Financial Partners, an advisory firm in Doylestown, Pennsylvania, that oversees $881 million in assets and had been affiliated with Securian Financial Services for 32 years, joined Commonwealth Financial Network. “We wanted to go where service and technology are consistently commended,” the firm’s president and managing partner Christopher Hackley said in a statement. “And Commonwealth aligns well with my model for developing and training younger advisors and implementing our succession plans. Hackley did not return a call on Monday to comment further. Cetera Financial Group, a giant network of broker-dealers and RIAs, at the end of March reported more than 8,000 financial advisors, $330 billion in assets under administration and $116 billion of assets under management.