Pamela Stross

CEO

Pamela Stross is CEO of TruClarity, a consulting firm that helps advisors make the transition to independence with operational support and detailed help in finding and configuring the right real estate.

Going independent

Pitfalls when breakaways pick out their first independent office

Exiting larger firms can result in unique issues that need to be carefully considered.

By Pamela Stross

February 12

TRENDING

Wealth management

Merrill leaps back into recruiting with $3.5B team from JPMorgan

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.

By Dan Shaw

April 19
Tax

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

By Tobias Salinger

April 19
Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18