Richard Lofgren, the Managing Director of Goldman Sachs Advisor Solutions, provides inside baseball on Goldmans custody offering, including how they differentiate from other established custodians and their ideal advisor profile.

Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how to better cope with what can feel like a tumultuous ride.

Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing on to the firms retire-in-place program ALFA, their age as a competitive advantage, and much more.

The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Advisor Solutions as their c

With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on rec

The outgoing CEO of the wealthtech powerhouse shares his journey from the founding of Orion, the firms growth over the years, and perspectives on the future of wealth management, technology and AI, and much more.

The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.

Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW clients, a perspective on recruiting and the ideal advisor type, the future of the industry, and much mor

In an active recruiting environment, advisors are eager to understand where deals are at and where theyre headed. Beyond a transition deal, how can advisors monetize their business over time thinking about the short-, mid- and long-term whether they

Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model. Evan proved that by growing more than 3x in just 4 years.