How wirehouses still make waves amid moves to independence

Wednesday, January 17, 2024 2:30 p.m. ET / 11:30 a.m. PT 45 Minutes
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Phil Waxelbaum, a recruiter with 47 years of experience in the financial advisory industry, founded in Masada Consulting in 2012. Since then, he has represented has some of the biggest firms in the wealth management business, including some of the best-known names in both the independent and employee channel worlds. Waxelbaum joins us to discuss ways that large wirehouses can still appeal to top-class advisory teams even as many continue to break off for independence.

Speakers
  • Dan Shaw
    Reporter
    Financial Planning
  • Phil Waxelbaum
    Phil Waxelbaum
    Founder and CEO
    Masada Consulting
    (Guest)