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.
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...
