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Why one Merrill Lynch advisor needed to break away twice to become an RIA

Rahul Shah's first breakout attempt to Wachovia's FiNet fizzled and, his wife, Tejal Shah masterminded the second effort

Author Brooke Southall February 22, 2011 at 6:23 AM
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Tejal and Rahul Shah: I was on the phone like Jerry Maguire, Rahul says, I had all my e-mails prepared for clients and I pushed send, send, send.

Breakaway Stories

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Women of Wealth Management



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April 2, 2024 at 1:28 AM

Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units

At her hire, analysts were adamant the head of Fidelity retail had 'big shoes to fill' to replace legendary Kathleen Murphy and her task of 'digitiizing' retail was no small ask

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October 4, 2023 at 2:16 AM

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April 29, 2023 at 1:36 AM

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Mentioned in this article:

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