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Knowledgebase for Advisors
Recent news, updates and advice from our blog for financial advisors and business owners.
The latest from our podcast series for financial advisors
Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence
Before Ross Gerber became a household name by publicly challenging the thoughts around everything from crypto to digitization to Elon Musk and Tesla, he invested his career in building the $2.2B mega-RIA Gerber Kawasaki. He discusses the journey to independence, how the freedom to innovate and market their firm helped to propel their growth, and shares sound ideas to help advisors re-think their business processes and goals. 
Listen…
Considering a Move? Here’s What You Need to Know: A Special Industry Update
The second of this 2-part series provides advisors with the key areas they need to pay attention to when conducting due diligence. From the steps advisors should take, the questions they need to ask, common missteps and traps to avoid, and much more. It’s an episode that sheds light on this important practice, providing value to those considering change, as well as those who may simply want to understand their options or develop their “Plan B.” Listen…
In the News
Commonwealth Recruits $1.2B Team of 13 Lincoln Financial Advisors
May 23, 2023 By Victoria Zhuang Commonwealth Financial Network unveiled the arrival of another big team to its growing ranks,…
Read MoreFlorida firm overseeing $1.2 billion joins Commonwealth
May 22, 2023 A team of advisors that oversaw $1.2 billion in client assets at Lincoln Financial Group has joined…
Read MoreTransition Announcement: $1.24B Lincoln Financial Lifers Join Commonwealth
After decades with Lincoln, Aegis Consulting recognized a widening gap between their vision for the business and the direction in…
Read MoreMove to JPMorgan Is Full Circle for Many First Republic Advisors
May 5, 2023 Louis Diamond Quoted by Patrick Donachie Many First Republic advisors will tell you they left a wirehouse…
Read MoreTransition Announcement: $1B Millennial-Led Merrill Team Opts for Supported Independence with Sanctuary Wealth
Multi-Generational Merrill team in Chicago finds Sanctuary provided the right balance of support, freedom, flexibility, and optionality. While we knew…
Read MoreJPMorgan begins love-bombing campaign to keep First Republic advisors
May 1, 2023 Jason Diamond Quoted By Victoria Zhuang JPMorgan Chase began wooing First Republic’s flighty wealth advisors on Monday…
Read MoreSanctuary adds $1bn Merrill team in Chicago
April 29, 2023 by Sam Bojarski Sanctuary Wealth has lifted a $1bn advisory team out of Merrill Lynch. The advisor network has…
Read MoreFinancial Advisor Teams Come in Many Flavors. How to Pick the Right One for You
April 14, 2023 Mindy Diamond Quoted by Steve Garmhausen Investors often seek out large brokerage firms because they like having…
Read MoreInside Morgan Stanley’s Success—and What’s Ahead
April 6, 2023 Louis Diamond Quoted by Carleton English Morgan Stanley kept its head down and chin up amid the recent…
Read MoreBeyond Comp: What Makes Advisory M&A Deals Stick
April 3, 2023 Louis Diamond Quoted by Alex Ortolani “The legal contracts are the strongest and most compelling way that…
Read MoreSieg’s move could foreshadow big changes at both Merrill and Citi
April 3, 2023 Jason Diamond Quoted By Victoria Zhuang The sudden departure of Merrill Wealth Management’s president, Andy Sieg, last week for…
Read MoreIs Sieg’s Departure ‘Beginning of the End’ for Merrill’s Thundering Herd?
April 3, 2023 Louis Diamond Quoted by Jeff Berman Clearly, Sieg is well respected in the industry and must have…
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