Many advisors pursue independence for greater control. Jason Fertitta pursued it to build an enterprise. Today, Americana manages more than $13B and continues to scale through growth, acquisitions, and strategic capital.
Todd Stankiewicz and Joe Castiglie share why leaving Merrill to launch SYKON Capital allowed them to redefine success, expand their toolkit, and combine institutional investing with behavioral insight in service of their clients.
Succession doesn’t have to mean slowing down. This episode explores how Tim Krueger and his $1.4B Merrill team rethought succession, liquidity, and legacy to create long-term continuity.
In this replay of an engaging live webinar, four advisors who left Merrill, UBS, Wells, and Morgan Stanley share what tipped the scale, what surprised them, and what they wish they’d known before making a move.
After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.
Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.
As TROs and lawsuits make headlines, two top attorneys who specialize in transitions share how advisors can minimize risk, protect client relationships, and make a clean move with confidence.
By Louis Diamond, FA-Mag.com – A $129B Merrill team launches OpenArc, proving even the largest wirehouse advisors can thrive independently with scale, choice, and freedom.
John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focus on the advisor.
Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
