LinkedIn January 24, 2019 Five Misconceptions About Millennials – and the Lessons the 21-year-old Intern Taught the CEO I’ve had numerous mentors and teachers whose years of experience offer wisdom and advice. Yet some of the most recent things I’ve learned have come from our Millennial intern, Kayla. I had preconceived notions about Millennials and Kayla [...]
FINANCIAL ADVISOR IQ December 13, 2018 Big Name Converts to RIA Space Are Influencing Others to Join the Bandwagon The breakaway movement of brokers going independent went into full swing in 2018 largely because of the influence of high-profile names deciding to make the change, insists Schwab Advisor Services. Schwab Advisor Services saw more activity among [...]
CNBC ‘We’re kids in a candy store’ — money managers use the wild stock market swings to find value December 12, 2018 “The market is repricing risk. We’re more active in identifying securities that are undervalued,” says Greg Hahn, CIO at Winthrop Capital Management. Susan Schmidt, head of U.S. equities at Aviva Investors, says she [...]
Top 8 To-Dos when Leaving a Wirehouse to Become Independent Considering leaving your wirehouse to become independent? You’re not alone. In 2016, there were 64,000 independent and hybrid retail-focused RIAs at 18,000 firms.1 The most successful have one advantage in common — a well-researched, clearly articulated plan to break away. Here are the top eight [...]
FINANCIAL ADVISOR IQ November 26, 2018 My Merrill Lynch “Grand Experiment:” Breakaway Advisor Reveals Reasons for Curious Move Veteran advisor Paul Fegan had a relatively short stay at Merrill Lynch – which he characterizes as a “grand experiment” – before he returned to his independent advisory roots. Fegan and David Price, who were previously advisors at Merrill Lynch for two [...]
PRIVATE BANKER INTERNATIONAL November 20, 2018 Sanctuary Wealth expands platform with two new offerings Wealth advisory group Sanctuary Wealth Partners has expanded its platform with the dual launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group. Both the new offerings will include a range of services including comprehensive tax, family office, and [...]
THE DAILY NONPAREIL November 18, 2018 Sanctuary Wealth Partners Expands its Platform with the Dual Launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group CHICAGO--(BUSINESS WIRE)--Nov 19, 2018--Sanctuary Wealth Partners (“Sanctuary”) announces the significant expansion of the firm’s capabilities with the simultaneous launch of its Tax and Family Office Services and new [...]
MARKETNEWS November 5, 2018 Navis Wealth Management Launches with Sanctuary Wealth Partners Sanctuary Expands Its Network with the Formation of Navis Wealth Management Sanctuary Wealth Partners continues to grow its elite network of advisors with the formation of New York-based Navis Wealth Management, founded by Paul C. Fegan, Jr. and David S. Price. “We are [...]
AP NEWS November 5, 2018 Navis Wealth Management Launches with Sanctuary Wealth Partners INDIANAPOLIS--(BUSINESS WIRE)--Nov 5, 2018--Sanctuary Wealth Partners continues to grow its elite network of advisors with the formation of New York-based Navis Wealth Management, founded by Paul C. Fegan, Jr. and David S. Price. “We are extremely honored that Paul and David chose [...]
What’s in It for Your Clients? Top 5 Ways your Clients Benefit When You Become an RIA What’s in it for my clients? That’s one of the key questions Advisors ask as they consider leaving a wirehouse to become an independent Registered Investment Advisor (RIA). Even Advisors who feel stifled by wirehouse rules worry that [...]
