Mark Elzweig

About the Author

Mark Elzweig

Mark Elzweig is an executive search consultant based in New York.

• Why Some Advisors, SMA Managers Love to Hate UMAs

  By Mark Elzweig  |  November 21, 2012

  Unified managed accounts don't always bring advisors and portfolio managers the professional recognition they deserve, some say.

• Why Rep as Portfolio Manager Programs Are Here to Stay

  By Mark Elzweig  |  February 6, 2012

  It’s worth looking at what’s behind the explosive growth of these programs and what can sustain them

• Why Market Volatility Is Slowing Move to Independence

  By Mark Elzweig  |  October 5, 2011

  With the daily raging seas of a tumultuous market, the virtues of independence are becoming secondary concerns for many advisors.

• Eight Things Advisors Need to Know About UMAs

  By Mark Elzweig  |  May 13, 2011

  Certain questions are critical for advisors to discuss with prospective firms, before leaving a wirehouse or other broker-dealer.

• Wirehouse Recruiting Packages: No Smoke and Mirrors

  By Mark Elzweig  |  January 20, 2011

  These 250-350% deals may include lofty goals, but the parameters are clear upfront.

• LPL IPO: Brokerage-Firm IPOs and Recruiting: The Good, the Bad and the Ugly

  By Mark Elzweig  |  November 18, 2010

  From a recruiting standpoint, going public has both pros and cons for LPL Financial. Already there are rumors of big defections to come after some of its top producers cash out through the IPO.

• What’s Behind Barclays and Baird's Recent Recruiting Success?

  By Mark Elzweig  |  November 17, 2010

  A look at the pros and cons of joining these firms from the wirehouses and why the emergence of more players is a welcome development for the advisor marketplace

• What’s Behind Barclays and Baird's Recruiting Success?

  By Mark Elzweig  |  November 17, 2010

  A look at the pros and cons of joining these firms from the wirehouses and why the emergence of more players is a welcome development for the advisor marketplace

• What’s Behind Barclays and Baird's Recruiting Success?

  By Mark Elzweig  |  October 28, 2010

  A look at the pros and cons of joining these firms and why the emergence of more players is a welcome development for the advisor marketplace

• Why Today's Retention Deals Won't Work

  By Mark Elzweig  |  September 15, 2010

  Though advisor movement has slowed, some brokers continue to stray. Here's why.