Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.
Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.
The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.
A new Bain & Company study has identified three business models best suited to capturing assets in an emerging market expected to surge over the next eight years.
