So many financial advisors aspire to work with ultra-high-net-worth clients, you would think more of them would find their way to the rarified private wealth management or private banking divisions of the big Wall Street firms. But relatively few advisors occupy this space — even though many qualify based on the assets they manage and the kinds of clients they already work with. For the majority of advisors who don’t reside in big money-center cities, are looking to work for a well known firm and want upfront money, today’s wirehouses offer a good alternative.
About Mindy Diamond
President and CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...
Recent News & Articles
- The Trapeze: A Parable for Advisors Considering Change
- How First Republic Private Wealth, an under-the-radar wealth management firm, became the hottest ticket in the space—and why it matters
- $500-Mln AUM Goldman Advisor Leaves to Open Texas Office for Midwestern RIA
- Morgan Stanley Hires $7.5 Mln Merrill Private Wealth Team
- Stuck in Place: How Merrill’s CTP Has Senior Advisors Right Where the Firm Wants Them