News, Vision & Voice for the Advisory Community


How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years

The ex-Wachovia team creates 'bionic' advisors, tucks in advisors, poaches advisors and does free work

Author Steve Garmhausen July 21, 2011 at 2:09 PM
no description available
Chris Costello: We call it creating the bionic adviser.

Breakaway Stories

Frederick Van Den Abbeel

Frederick Van Den Abbeel

July 21, 2011 — 2:36 PM

Wonderful RIA success story! Thanks RIABiz — great example of strategy and passion! Please continue to do more interviews like this one.

Barbara Kotlyar

Barbara Kotlyar

July 21, 2011 — 7:13 PM

Thanks for the article- great story. You said 'we’re big users of technology to leverage our time and resources” Can you elaborate on what kinds of technology you use to help streamline your business?

Related Moves

July 16, 2022 at 1:35 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo


About Us




RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.