How this $2.5 Billion Team Saw Past the Handcuffs of Deferred Compensation
Former Morgan Stanley advisor Margaret Dechant had a successful “self-sufficient business” at the firm with $2.5B under management. So, what drove her and her partners
Former Morgan Stanley advisor Margaret Dechant had a successful “self-sufficient business” at the firm with $2.5B under management. So, what drove her and her partners
Morgan Stanley breakaway Steve Schwarzbach, Founder and Managing Partner of $800mm RIA Icon Wealth Partners, shares how he and his partners – free of the
A conversation about the IBD model with Commonwealth Financial Network Managing Principal of Business Development, Andrew Daniels. Learn how the firm, 40 years in the
Prospective breakaways often ask, “How can an independent firm possibly compete on a technology level with the wirehouses?” Eric Poirier, CEO of Addepar, joins the
One of the industry’s leading voices, Michael Kitces, joins Mindy to discuss the fundamental shifts in the wealth management industry, the leveling of the playing
In part 2 of 2, Eric Poirier, CEO of Addepar, explores the ongoing role technology plays in the different stages of a business, as well
Industry veteran and CEO of HighTower Bob Oros digs into the evolution of the firm and the landscape at large in this podcast episode. It’s
Rob Nelson, CEO and Founding Partner of NorthRock Partners, talks about his explosive growth after a shift from IBD to RIA, the value of a
Rich Gill, senior partner of Wealth Partners Capital Group, discusses what makes an attractive acquisition target, what a good deal looks like, how to prepare
In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss the Merrill Lynch