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Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.
FiComm Partners' Candice Carlton, and Hightower's Doug Besso, discuss how their own firms and the fastest growing advisors they work with are leveraging technology to successfully engage with clients.
In a discussion with WealthManagement.com, Hugh Berkson said the organization will continue to raise awareness of the issue of unpaid arbitration awards and the alleged misuse of forced arbitration clauses by RIAs.
Outside input is important, the panelists agree, but choose carefully. There are only a handful of bankers and attorneys with the expertise to create the best outcome for selling advisors.
