By Philip Palaveev
Key among them will be how much of your assets under management (AUM) is likely to come over with you. We have heard from advisors that about 80% of their assets follow them to their new firm.

By Mindy Diamond
There are plenty of reasons to stay put until retirement: deferred compensation, familiarity with the system at your current firm, the aggravation and complexity of moving, the risk of losing clients in a move, and of course, simple inertia.

By Mindy Diamond
Fortunately, most obstacles are not as intractable as they might seem. Here are a few cases where patience, negotiation and creativity paid off

By Mindy Diamond
Many firms offer the use of in-house or retained counsel to represent an incoming recruit. But with an in-house lawyer, the advisor must ask, “Who is the attorney representing—the firm or me?” You’re much better off finding your own attorney. In the end, it will be money well spent.

By Mindy Diamond
It requires serious research and due diligence. So much so, that you’d think every person who makes a change would know exactly what he was getting in to. Alas, this isn’t always the case. Here are stories about brokers who switched firms, and some tips on how they could have done it right.