How boutique firm William Blair made itself an attractive home for top advisors.

Robert Harris tells Louis Diamond what led him to break up his team at UBS and choose independence instead.

How the next gen of a $330mm UBS team forged a path to independence.

The top four breakaway stories from the Mindy Diamond on Independence podcast.

Mindy Diamond shares how content marketing was a game-changer that became a driver of growth for her business.

Brett Gilliland, founder and CEO, Visionary Wealth Advisors, talks about the motivations behind his move.

Lori Van Dusen has lived through and embraced the evolution of the industry over her three decades as an advisor.

Kurt Miscinski discusses with Louis Diamond how he and Howard Milstein built Cerity Partners from a startup to a $31 billion behemoth RIA.

Avy Stein, founder and co-chairman of Cresset, discusses how its model is disrupting the landscape.

A conversation with Matt Kilgroe, president/CEO, Cyndeo Wealth Partners.