As the Editor of The Gershman Group, a boutique financial services consulting firm, TGG brings expertise in financial analysis, strategic planning, and market research. With a keen eye for detail and a passion for helping businesses navigate complex financial landscapes, TGG delivers insightful, high-quality content to empower informed decisions. Backed by years of industry experience, TGG makes complex topics accessible through clear and compelling communication, shaping the firm's thought leadership and commitment to excellence in financial services.
Three of the four wirehouses have rushed out their compensation plans early this year. Typically, firms don’t announce early unless you have good news, and for the most part, they wanted to…
Advisors at big firms are increasingly finding themselves in the worst kind of limbo: heightened supervision. They don’t have the privileges of full-time employees, but they can’t leave.
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.
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.
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.
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.
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, co-leader of Summit, shares how the firm’s advisor-first, tech-enabled partnership model is fueling exponential growth and redefining the industry.
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.
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.