News, Vision & Voice for the Advisory Community


Why a young Morgan Stanley team moved to Beverly Hills Wealth Management -- with a child in mind

The breakaway movement continues to revive fueled by mid-sized firms like Sullivan Wealth Management despite a bull market

Author Lisa Shidler July 25, 2013 at 7:31 PM
1 Comment
no description available
Brad Sullivan: I have a four-year-old son. I would not put my son at risk if I didn't think this move was worth it.

Breakaway Stories

Jeff Spears

Jeff Spears

July 26, 2013 — 7:00 AM

The mass affluent market segment is definitely the most under served in the consolidating financial services industry. Glad to see firms like Beverly Hills and Concert succeeding. They offer a much better approach than the technology based solutions popping up in Silicon Valley.

Related Moves

April 26, 2024 at 2:50 AM

April 10, 2024 at 2:54 AM

Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

September 21, 2023 at 1:53 AM

Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks

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.