The Diamond Podcast for Financial Advisors
Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors
August 20, 2020
The 3rd of a 3-part series on the landscape of the wealth management industry explores today's boutique firms – a quasi-independent model – focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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