Ryan DeVore, of William Blair, joins the show to discuss the success of the boutique model, and talk about the amazing growth of the firm and how it compares to others like First Republic and Rockefeller, and much more.
By Asia Martin, WealthManagement.com – Matt Kilgroe, an advisor to sports and entertainment professionals in St. Petersburg, Fla., has left UBS to start his own registered investment advisory, partnering with Dynasty Financial Partners to do so. He and his 13-member team, which manage $1.2 billion in client assets across approximately 400 households, will now be known as Cyndeo Wealth Partners.
By Jake Martin, Citywire USA – Veteran advisor Matt Kilgroe has defected from UBS to launch Cyndeo Wealth Partners in St. Petersburg, Florida using RIA platform Dynasty Financial Partners, which is headquartered in the same city.
Louis Diamond Quoted – By Ian Wenik, Citwire – Fidelity Investments isn’t taking the Charles Schwab-TD Ameritrade mega-merger lying down. Though the $26 billion all-stock deal – officially revealed on Monday – will create a combined firm that Cerulli Associates estimates will custody 51% of RIA assets, Fidelity has already shown signs of how it will respond to its new role of the next-biggest option for advisors by default.
In a greatly expanded landscape, many independent models exist that provide varying levels of freedom and flexibility. Louis Diamond joins the episode to help identify, compare and contrast the 7 most popular options available to breakaway advisors.
Mindy Diamond Mentioned, Business Wire – Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies, is now accepting self-nominations for the second annual Be Greater® Awards, an award recognizing RIAs that are taking their firms to the next level, evolving them into successful, growing businesses in today’s competitive and crowded marketplace.
