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.

Merrill next gen inheritor Elizabeth "Lizzie" Evans discusses her decision to leave the firm on the heels of her fathers CTP agreement and cautions how Merrill's sunset package means buying something the next gen doesn't truly own.

Beginning her deep dive into the ever-changing landscape of the wealth management industry, Mindy Diamond explores the defining characteristics of wirehouse and regional firms, how they've changed in recent years, and much more.

Mega-RIA firms are setting the pace of massive growth through ambitious acquiring practices and smart recruiting. Marty Bicknell, of Mariner Wealth Advisors, talks about his firms successes, shares advice for firm owners and breakaways, and more.

3 “ex-wirehouse-turned-independent-leaders” in a rare single forum: Shirl Penney (Dynasty Financial Partners), Jim Dickson (Sanctuary Wealth), Rich Steinmeier (LPL Financial) with an inside view of the wirehouses, wealth management and independence.

3 ex-wirehouse-turned-independent-industry-leaders in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an insiders view of the wire

Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the “continuum” of models—comparing and contrasting features and benefits for financial advisors.

Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the continuum of modelscomparing and contrasting features and benefits for financial advisors.

Jeff Concepcion of Stratos Wealth Partners shares why he chose Emigrant Partners as a capital partner, what independent firm owners need to do when preparing for an acquisition, how he grew his firm from zero to $14B AUM in just 12 years, and more.

Jeff Concepcion of Stratos Wealth Partners shares why he chose Emigrant Partners as a capital partner, what independent firm owners need to do when preparing for an acquisition, how he grew his firm from zero to $14B AUM in just 12 years, and more.