$1.2-Billion Team Flees Raymond James For Greater Opportunity
Over the past decade, large regional firms like Raymond James have built their advisor ranks by promising wirehouse brokers and captive advisors greater freedom and flexibility
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.
Merchant The Quiet Force Behind the Industry’s Fastest Growing RIAs
It’s not one of the flashy roll-ups or consolidators that dominate headlines in industry trades, but Merchant Investment Management has quickly and quietly become one of the most exciting growth stories in wealth management.
Why are Wirehouses Increasing Comp Plans to Retain Advisors?
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…
Firms Weaponize Heightened Supervision to Shackle Big Producers
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.
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.