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.
The agency’s moral authority may be eroded by how aggressively it has fined institutions for behavior everyone else thought was legal. Pushback may follow.
One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.
