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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Luminous

First Republic loses $15bn team in double RIA breakaway

First Republic loses $15bn team in double RIA breakaway

Louis Diamond Quoted – By Ian Wenik, Citywire – A team of First Republic advisors managing a combined $14.8 billion have left the private bank to form a pair of independent RIAs.

Mark Sear, David Hou, Alan Zafran and Robert Skinner have split up to form Evoke Wealth and IEQ Capital, according to Securities and Exchange Commission (SEC) filings and LinkedIn updates.

The New Buyers: Familiar Names with Deep Pockets

The New Buyers: Familiar Names with Deep Pockets

By Mindy Diamond, WealthManagement.com – There is an interesting trend emerging in the wealth management industry: banks and traditional brokerage firms starting to acquire registered independent advisory businesses. It should come as no surprise—as the proverbial puck heads toward independence with advisors large and small trading their W-2s for 1099s—that we’re seeing more of these two scenarios.

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