Another team lift out in Denver. Nothing to see here folks. Also, a PM left the twin cities.
Senior leadership is doing a bang up
Job.
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@OP Has this happened? Is there another team in PWM leaving? Recruiters are making very attractive offers and another team leaving with provide some comfort that other firms are no longer worried about lawsuits. Has there been any other lawsuits?
@ef Hard to say PWM is overstaffed at the advisor level, but completely agree about the ridiculous layers of management that don’t do anything. Also, so much time spent creating lower salary layers of work with the associate teams and CRT teams to simply do what was being done more efficiently in the past has bloated the org chart and created excess cost.
Maybe a leadership offsite somewhere warm would be a good idea.
@OP Not fake news. They start Sept. 1. Wait for it…and then eat your words.
PWM is over staffed. have you seen the org chart?
@OP Not to worry, I’m sure SF and BL have a plan.
@OP Heard about the MN PM, but have not heard about Denver group. Is that true? If so, can you share some additonal credible information?
Fake news , not true at all
fake news