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Category Archives: Article: News

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Move of the Month: Morgan Stanley Loses $12-Mln Team to FiNet

Article: News, Article: RecruitingBy TGGSeptember 2, 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. 

Merchant: The Quiet Force Behind the Industry’s Fastest-Growing RIAs

Article: News, Article: RecruitingBy TGGAugust 18, 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. 

Why Billion-Dollar Teams Are Flocking to FiNet

Article: News, Article: RecruitingBy TGGAugust 13, 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. 

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. 

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

Why Advisors Are Leaving Raymond James for Supported Independent Platforms

Article: NewsBy TGGSeptember 30, 2024

Raymond James has long been a reputable player in the wealth management industry, known for its strong culture and client-centric approach. However, in recent years, a growing number of advisors have chosen to leave Raymond James in favor of supported independent platforms. This trend reflects a broader shift within the industry, as advisors seek more…

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