In 1987, when J.C. Bradford was trying to lure Jill Bradley away from Merrill Lynch in Louisville, Ky., she tossed out what she figured would be a deal-breaker. “I said, ‘Why don't you make me branch ...

I've worked with a number of branch managers who were excellent recruiters. They were able to instill confidence in prospective advisers and get them excited about joining their firms. So what makes ...

Connecticut native Jeffrey Korzenik thought he'd truly “made it” when, in 2001, at age 39, he was promoted to complex manager, overseeing Smith Barney branch offices in Danvers, Mass., and Portsmouth, ...