By Mindy Diamond – There’s a certain level of awe that accompanies a review of the names that appear on lists like the Forbes Top Wealth Advisors and Barron’s Top 100 Financial Advisors. Many of these individuals and others like them have broken through the proverbial billion-dollar ceiling—representing a pinnacle of achievement in the wealth management industry.
Mindset, Motivation and Momentum: What’s really driving all the movement to independence – With David Canter, Head of Fidelity’s RIA Segment
Fidelity’s David Canter provides an inside perspective on why independence continues to be the hottest ticket in town, and what we can expect for the RIA space going forward. [podcast]
Why Advisors and Their Affluent Clients are No Longer Looking the Other Way When it Comes to Independence
By Mindy Diamond – There was a time in the not-too-distant past when advisors and firms alike thought independence was only for those whose clients were “regular folks” of average wealth—that is, with respectable assets, yet limited needs beyond “plain vanilla” financial management. And top advisors who served the ultra-wealthy would never have considered leaving behind the big brand name upon which they built their businesses to strike out on their own—certain that no firm but the biggest could support their clients’ unique needs.
By Mindy Diamond, WealthManagement.com – 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.
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