In other RIA news, Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis Advisors by partner firm Highland Private Wealth, and Apollon, Kestra PWS and Steward onboarded new advisors.
Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model.
If RIA leaders can redirect their focus towards cultivating and maintaining a corporate culture that focuses on systematic issue resolution as opposed to mere crisis containment the prospect of emerging successfully from challenging circumstances...
“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.
