This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab template
Scott Wilder offers a 'home' for the $50M-$100M RIA with a no-fine-print 70% payout, Four Seasons offices and a piece of the pie
Related Moves
Joe Duran will co-develop Goldman Sachs unit aimed at outsourcing to non-Goldman RIAs after 'magic' never materialized for direct-to-consumer RIA
The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank
February 8, 2023 at 3:03 AM
Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street
Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.
January 15, 2020 at 2:42 AM
Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications
The New York-based investment bank has the cash and people to do the combinations -- especially Goldman software -- that the roll-up's founder couldn't afford or didn't want to advantage
November 8, 2019 at 4:52 AM
A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed: 'Nobody's slept since April'
Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs
August 15, 2019 at 7:58 PM
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United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran
Stephen Winks
Interesting how powerful “trust” has become in an industry once deriven by honor and integredity. Tom Tracy, former CEO of the old Robinson Humphrey, is of the old school, where honor and integredity were paramount considerations in running a brokerage business. This has long been lost through decades of mergers and asquisitions each distancing the surviving firm from the consumer and the brokers that serve them. The resulting insularity to the best interest of the investing public (today’s industry pushback on actually doing the right thing) has not only lost the trust and confidence of the investing public, but has lost the trust of the broker.
Lakeview simply illustrates the brokerage industry disconnect with the best interests of the consumer and the broker. The industry has a bad case of wirehouse insularity.
Great for Lakeview but very sad for a once proud industry.
SCW
Jeff Spears
Told my Mom and Dad I was doing something unique.
Hope they don’t read RIABiz:)
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