“United Capital was an entrepreneurial firm, based on doing great things and having freedom and being able to function with autonomy. And then you go to a firm where you are completely locked down,” said one former Goldman Sachs advisor.
This era in wealth management has seen unparalleled growth opportunity. Lido Advisors has embraced this golden age of shifting demographics and technological advancements to be one of the fastest growing and successful firms in the industry.
Sequoia Financial Group is adding a team specializing in special needs families, while Wealth Enhancement Group announced its 10th acquisition of the year, a CPA practice has returned to Cetera and Kestra onboarded $1.6 billion in the second...
Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving this new trend, which teams are most appealing, how it will impact movement, and more.
Is the problem with the employee or the employer? Mark Tibergien challenges the notion that younger employees are solely responsible for shifting work habits and delves into the crucial interplay between employers and workers, shedding light on...
CI Financial revealed Corient’s latest additions during an earnings call this week, Dynamic Advisor Solutions added five new teams in the first half of the year, Integrated added a new Denver affiliate and WEG is staffing up for more growth.
