There was a time when many advisors would never have considered a move because in the short term, there was nothing to solve for. But now they’re thinking differently.
The call for greater independence became the motivation for Steve Dimitriou to leave FiNet in 2020 and launch his own RIA firm, Mayflower Advisors, which today manages over $1.7B.
On his 25th anniversary with Merrill Lynch, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity. Craig...