This 1.5-hour summit (CE Credit eligible) provides essential insights for advisors exploring independence, covering technology needs and the transition process for success.
Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs custody platform.
John Sidery, who managed $70 million in client assets at an Arkansas-based independent firm, has started Olympus Wealth Strategies with RIA platform Uptick Partners.
Edelman moved to add Prime Capital as a defendant in three ongoing lawsuits this week, arguing the firm helped departing advisors steal proprietary information and break non-solicitation vows.
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