Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence, the impact of signing on to the firm’s retire-in-place program, their age as a competitive advantage and much more.
The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Advisor Solutions as their custodian.
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the...
The outgoing CEO of Orion Advisor Solutions shares his journey from the founding of the company, the firm’s growth over the years and perspectives on the future of wealth management, technology and AI.
The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether...
Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model.
Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving this new trend, which teams are most appealing, how it will impact movement, and more.
Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.