Mega Breakaway: $129B Merrill Team Leaves to Launch Atlanta RIA
In what may be the biggest breakaway deal on record, a 50-advisor team managing around $129 billion in assets has left Merrill Lynch to start their own RIA in Atlanta.
The New New Thing: Supported Independence for Breakaways
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.
Move of the Month: Morgan Stanley Loses $12-Mln Team to FiNet
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.
Merchant: The Quiet Force Behind the Industry’s Fastest-Growing RIAs
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.
Why Billion-Dollar Teams Are Flocking to FiNet
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.
Stan Gregor Interview: Crafting the Wealth Management Firm of the Future
Stan Gregor, co-leader of Summit, shares how the firm’s advisor-first, tech-enabled partnership model is fueling exponential growth and redefining the industry.
The Equity Factor: Why Big Teams Keep Breaking Up With Wall Street
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?
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
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.
Finding True Independence: Ameriprise Lifers Managing $2.5 Billion Open an RIA
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.