Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.
With so many options to choose from, how does an advisor decide which path to independence to take?
Open, honest and candid discussions about the latest news in the RPA industry.
Empty certifications that require no experience and limited interaction only add to plan sponsors’ mistrust of the industry.
To thrive in this environment, firms need to develop purposeful strategies for recruiting and retaining top industry talent.
Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.
