Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says
Mindy Diamond Cited – By Miriam Rozen, AdvisorHub – Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says
Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience
Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW clients, a perspective on recruiting and the ideal advisor type, the future of the industry, and much more.
Financial Advisor Economics: From Transition and Beyond
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 they are in an employee or independent model?
A Bank Advisor’s Breakaway Success Story: From $180mm to $600mm+
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. Evan proved that by growing more than 3x in just 4 years.
What We Can Learn When Top Advisors Leave Their Firms
By Mindy Diamond, WealthManagement.com – If changing firms made sense to these billion-dollar-plus advisors, what lessons can be learned by those who manage less but aspire for more?
The Next Big Thing: Private Equity Disrupting the Landscape for the Best Teams
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.
Rockefeller Scores Another Large Wirehouse Team, This Time From UBS
By Amey Stone, Barron’s – Rockefeller Capital Management is adding a team of top New York advisors led by Angela Mwanza to its wealth management division.
Rockefeller Capital Management Continues Expansion as More Wealth Advisors Join the Team
By Matthew Sellers, InvestmentNews – Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has announced that it has added Angela Mwanza, Jordan Powell and their four-person team, known as Oryx Legacy Partners, to its ranks.
Rockefeller Scoops Up $4-Mln UBS Team in New York
By Karmen Alexander, AdvisorHub – After a mid-summer intermission, the steady parade of wirehouse brokers moving to Rockefeller Capital Management resumed on Friday with its hire of a $4-million team from UBS Wealth Management USA in New York City.
