Shane Morrow discusses leaving insurance-based independent broker/dealer, Lincoln Financial, and how his new firm, IronBridge Wealth Counsel, has thrived with Advisor Group's SagePoint Financial.
Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first by joining Hightower and 5 years later by launching an RIA.
Regardless of the nature of the task you are looking to outsource, there will always be components that will remain the responsibility of your internal team.
The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.
