Mark Copeland, founder of Signature Estate & Investment Advisors, and Ben Prigal, vice president of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs.
Ghislain Gouraige, a 15-year UBS veteran and former leader of the firm’s Private Wealth Advisory Council, talks about what led him down the path to leave the wirehouse and build NewEdge Wealth with colleague Rob Sechan.
Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians, their ideal advisor profile and more.
Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence, the impact of signing on to the firm’s retire-in-place program, their age as a competitive advantage and much more.
The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Advisor Solutions as their custodian.
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the...
The outgoing CEO of Orion Advisor Solutions shares his journey from the founding of the company, the firm’s growth over the years and perspectives on the future of wealth management, technology and AI.
The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
