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Yearly Archives: 2025

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  2. 2025

Finding True Independence: Ameriprise Lifers Managing $2.5 Billion Open an RIA

Article: News, Article: RecruitingBy Jose VianaJuly 25, 2025

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue. 

Morgan Stanley’s Return-to-Office Demand: Show Up or Else!!

Article: NewsBy TGGApril 7, 2025

Morgan Stanley is tightening its return-to-office policy, leaving many advisors questioning whether the move serves their interests—or just the firm’s bottom line. Starting May 5, Morgan Stanley’s 15,000 wealth management employees will be required to be in the office at least four days per week, according to a memo from Jed Finn, head of wealth…

The Evolution of Advisor Platforms: 1099 Models vs. Full Independence

Article: NewsBy TGGJanuary 6, 2025

The financial advisory landscape has undergone a significant transformation over the years, with 1099 platforms playing a pivotal role in bridging the gap between traditional

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