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Concurrent is catering to breakaway teams assessing their options after back-office frustrations during the coronavirus, co-founder Mike Hlavek says.
June 3 -
The firm serves UHNW clients, and the advisors embarked on a search in order to enable clients to have more access to private investments.
May 27 -
The current arrangement is anti-fiduciary and could put a drag on the wealth management boom, writes Kevin Armstrong.
May 9Docupace -
The team managed $1.5 billion in client assets with Merrill Lynch, and they chose an RIA with ties to the wirehouse working in its favor.
May 7 -
Despite a competitive fight among wealth managers for advisors, clients and industry AUM rankings, most practices are very small businesses — and some advisors want them to stay that way.
April 30 -
Advisors who leave wirehouses face key tax considerations to become successful RIAs.
April 23 -
Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.
April 22 -
From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.
April 22 -
After 10 years at Merrill Lynch, a financial planner felt an entrepreneurial itch; "We should do this."
April 21 -
Move quickly, know your tech stack and use personal email in the planning stage, writes Mark Elzweig.
April 21Mark Elzweig Co.