The Bapis Group, a $1.2 billion advisory team, leaves HighTower to join former Morgan Stanley wealth exec Greg Fleming’s Rockefeller Capital Management.
An “outside-in” look at how a capital partner helped this RIA make the leap to independence—and achieve amazing results.
An insider’s guide to what it takes to get from here to there in the independent space.
As many advisors prepare to become free agents, they’re wondering what happened to the firm they expected to be their last and if it’s too soon to consider another.
The Focus IPO is currently the only pure-play investment in the fast-growing RIA space—and if sophisticated investors see this as an opportunity, advisors should too.
Observers said the deal was both “timely and fortunate” for both parties.
The answer isn’t always going to be RIA-only.
