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.
Mike Wunderli thought he had it all—an impressive book of business and a successful cross-divisional business practice. Then, his firm went bankrupt.
Non-fiction about happiness, purpose and the psychology of money, a thriller from David Baldacci 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.
Privilege and presumed power often can cause an all-too-avoidable ruckus.
Complacency is a funny thing: It’s easy to fall into and hard to get out of.
Lest the noisy wheels of commerce drown out the voice in your head that tells you to focus on your clients above all else.
Caitlin Douglas, the head of transition services at Dynasty, details what advisors need to know about the supported independence model, tips on preparing for a move, key milestones and more.
As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program.
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.