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Daily Archives: August 7, 2025

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The Equity Factor: Why Big Teams Keep Breaking Up With Wall Street

Article: News, Article: RecruitingBy TGGAugust 7, 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. 

Rockefeller: Last Call for the Last Boutique?

Article: News, Article: RecruitingBy TGGAugust 7, 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. 

Goldman Sachs Takes the RIA Custody Market by Storm

Article: News, Article: RecruitingBy TGGAugust 7, 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. 

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