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Recent news, updates and advice from our blog for financial advisors and business owners.

The latest from our podcast series for financial advisors

Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business

It’s an entrepreneur’s dream to transform a vision into something bigger than themselves. And it was a vision that Todd Resnick had that was his jumping off point in his leap to independence. Todd and his colleagues wanted to serve their clients in new and creative ways but even more so they were attracted to the idea of building what he describes as a “destination” for other advisors. Their journey is a compelling one that started with building their own RIA and leveraging support from consultant and service provider TruClarity. Six years later, Todd’s firm, One Seven has grown to $2.8B in managed assets. Todd discusses their recent strategic partnership with Merchant Investment Management, the value of community and much more. Listen in on this extraordinary conversation that demonstrates how vision can drive growth and success, with several key learnings for advisors and business owners alike. Listen…

Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

Private bankers are far less likely to leave the banks they built their businesses at given the challenges they face in a move—most notably portability concerns and garden leave provisions. Yet Kevin McGuire, Sarah Burney and their team started to feel a conflict between what they wanted to do for their clients and what they could do under the auspices of J.P. Morgan Private Bank. So they explored their options, including the thought of launching their own RIA, but instead opted for Cresset. They share their story one year after making the transition, including navigating garden leave, the value of referrals, the choice of Cresset over other options, and much more. Listen…

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As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to those questions and more.

If you’re ready to make a change, or simply curious, allow us to provide you with unparalleled access to the universe of opportunities and customize a solution to your individual needs. Our guidance is confidential, and without obligation or cost.

Objective guidance and expertise that’s unmatched in the wealth management space

For Financial Advisors

For Independent Business Owners

Knowledgebase for Advisors

The latest from our podcast series for financial advisors

Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business

Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

In the News

Community Generosity Pays Off In Advisor Recruitment, Retention

MEGA-Move Alert: $2.8B Baird Team Leaves for Raymond James

‘Near record’ For Advisor Moves, Report Says

Wirehouses Losing Advisors While Indies Add Them: Report

Morgan Stanley Tracks ‘financial DNA’ to Find Clients Hidden in Plain View

Raymond James Entices $2.8 Billion Advisor Team From Baird

RayJay Bags Baird Team in Virginia with $2.5 Billion Book

6 Missteps That Trip Up Brokers Who Leave Big Wall Street Firms

Transition Announcement: Merrill Advisors Team Up to Build $1B AUM firm with Sanctuary

Merrill Teams With $1 Bln Jump to Sanctuary, $330-Mln Morgan Stanley Team Signs with FiNet

Merrill Lynch Advisors With $1 Billion Exit to Join Sanctuary Wealth

UBS’s Chosen Few Stand to Reap New Bonus for Top Earners