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Recent news, updates and advice from our blog for financial advisors and business owners.

In the News

18Apr

Howard Milstein scrubs Mark Hurley’s stringent contracts with 22 RIAs then buys $1.5-billion semi-RIA through satellite entity with a looser mandate

Louis Diamond Quoted By Lisa Shidler Howard Milstein is finally showing his strategy to out-Hurley Mark Hurley at the helm…

15Apr

For High-Net-Worth Clients, It’s Not About the Brand Name, It’s About the Experience

By Mindy Diamond There was a time not so long ago when top advisors who served the ultra-wealthy would never…

12Apr

Commonwealth CEO Wayne Bloom brushes off rep pushback, spins off Advisor360 to sell formerly exclusive software and research to competitors

Louis Diamond Quoted By Oisin Breen When Wayne Bloom last cast the bones, he faced an existential dilemma: cannibalize his…

11Apr

Finra guidance could help departing reps hang onto clients

Louis Diamond Quoted By Mark Schoeff Jr. Brokers leaving firms could more easily hang on to their clients and avoid…

10Apr

Will Merrill Lynch plan to add fresh advisers to offices be a boon — or a bust?

Louis Diamond Quoted By Bruce Kelly Merrill Lynch's plan to seat up to 300 young advisers in branch offices with…

09Apr

Merrill Lynch Wealth Management Revamps Market Categories

Louis Diamond Quoted By Alyson Velati Merrill Lynch Wealth Management is changing its regional coverage model to focus on growth potential in…

06Apr

The M&A Calculus

Mindy Diamond Quoted By Jason Bisnoff With the rise of aggregator firms looking to buy up wealth managers, and others…

03Apr

A new Focus? Why the RIA aggregator is going global

Louis Diamond Quoted By Ian Wenik If you asked Rudy Adolf, chief executive of RIA roll-up Focus Financial Partners, he’d…

02Apr

Advisory Firm NorthRock Partners Establishes Partnership With New York Private Bank & Trust

Emigrant Partners make minority investment in growing Midwest advisory firm New York Private Bank & Trust (NYPB&T), through its subsidiary…

01Apr

The great compensation shift: From solo stars to team players

Louis Diamond Quoted By Charles Paikert Anne Marie Stonich knew she had to make a change. After five years at…

The latest from our podcast series for financial advisors

A Model of Supported Independence That Fills the “Fear Gap”

There are plenty of advisors who want to go independent but stuck wondering: What would it take to setup the business? What do I need to know about platforms and technology? Where do I even start? It’s questions like these that are being answered by RIAs like Kestra Private Wealth Services (Kestra PWS)—a perfect example of a firm born to support a growing need for full-service paths to independence. Listen…