Steven Insel

• Time for Discipline

  By Steven Insel  |  May 13, 2009

  Almost everything cycles, and financial advisors that forget this often end up in real trouble.

• As Recruiting Bubble Ends, What Alternatives Do Advisors Have?

  By Steven Insel  |  April 15, 2009

  This is the fifth installment in an ongoing series for financial advisors evaluating recruiting packages, retention packages, setting up their own fee-only advisory firms or joining independent broker-dealers.

• Time to Stay or Go?

  By Steven Insel  |  March 11, 2009

  This is the fourth part of an ongoing series written by Steven Insel for advisers evaluating recruiting packages, retention packages, plans to set up their...

• Professional Decisions: Key Terms in Retention/Recruiting Packages

  By Steven Insel  |  February 10, 2009

  While the economics of switching firms are very important, other contract terms can be the most critical. In this article, we highlight a few of the most common and most significant issues.

• Why Move?

  By Steven Insel  |  January 1, 2009

  Why Move? Recruiting packages are still quite attractive. I have had advisers tell me that they really did not want to move, but if they did...