This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab template
Scott Wilder offers a 'home' for the $50M-$100M RIA with a no-fine-print 70% payout, Four Seasons offices and a piece of the pie
Interesting how powerful “trust” has become in an industry once deriven by honor and integredity. Tom Tracy, former CEO of the old Robinson Humphrey, is of the old school, where honor and integredity were paramount considerations in running a brokerage business. This has long been lost through decades of mergers and asquisitions each distancing the surviving firm from the consumer and the brokers that serve them. The resulting insularity to the best interest of the investing public (today’s industry pushback on actually doing the right thing) has not only lost the trust and confidence of the investing public, but has lost the trust of the broker.
Lakeview simply illustrates the brokerage industry disconnect with the best interests of the consumer and the broker. The industry has a bad case of wirehouse insularity.
Great for Lakeview but very sad for a once proud industry.
Told my Mom and Dad I was doing something unique.
Hope they don’t read RIABiz:)
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Joe Duran's second RIA act is rocking with eight staff, four co-founders and a conspicuously anti-United Capital concept that will flip RIA stakes 'eventually' as a minority investor
The United Capital founder paradoxically promises to 'passively' buy minority stakes as a backdrop for going hyper-active with quick-strike capability to apply super-consulting and technology to create explosive growth as a prelude to a sale.
November 29, 2023 at 3:23 AM
Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn
Dozens of former 'United Capital' advisors are fleeing at once, but Peter Mallouk is still battling to keep them, and Goldman Sachs may play legal hardball, sources say.
October 4, 2023 at 2:16 AM
Joe Duran will co-develop Goldman Sachs unit aimed at outsourcing to non-Goldman RIAs after 'magic' never materialized for direct-to-consumer RIA
The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank
February 8, 2023 at 3:03 AM
Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street
Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.
January 15, 2020 at 2:42 AM
See more related moves
United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran