Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have evolved along with the growth of the RIA industry.
Summit Financial's Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices into truly unique advice platforms.
American Portfolios' Lon Dolber talks about the firm's laser focus on service for his affiliated advisors, a shared ownership model and a reluctance to pursue outside investors or growth through acquiring or being acquired.
NobleVest Private Wealth consists of three breakaway founders from Morgan Stanley and one from Ameriprise; it is Sanctuary Wealth’s 17th breakaway firm of the year and the second in the state.
Gina Haspel will oversee King & Spalding’s risk-advisory service, working with major banks and other institutional firms to help clients assess risks to family wealth.
