The latest recruits are younger than average, about 50 years old, while the industry average is around 55, said president Dan Skiles. That should help as the firm explores a more formal process to identify advisors who are thinking of selling their firms and match them with potential buyers.
Also Wednesday, SSG announced an agreement with Total Rebalance Expert to provide TRX’s portfolio-management and rebalancing technology to SSG advisors at preferred pricing.