Lisa Shidler

The mass affluent market segment is definitely the most under served in the consolidating financial services industry. Glad to see firms like Beverly Hills and Concert succeeding. They offer a much better approach than the technology based solutions popping up in Silicon Valley.

Why a young Morgan Stanley team moved to Beverly Hills Wealth Management -- with a child in mind

Brad Sullivan: I have a four-year-old son. I would not put my son at risk if I didn't think this move was worth it. 

Advisor Growth Strategies

Beverly Hills Wealth Management

Carson Wealth Management

Finetooth Consulting

Caton Financial

John Furey

Ryan Shanks

Mag Black-Scott

There are about $5 trillion of assets parked in traditional stock brokerage firms, but they're not likely to stay there. Every month, clients move some of their money to independent firms with fewer conflicts of interest. Brokers who want more control are moving their books of business, too.
In these Breakaway Stories, you'll find instructive, encouraging and sometimes funny stories about these breakaway brokers and their clients. The information in the stories is accurate as of the date of publication. We hope these tales are useful for breakaway prospects and for people interested in luring wirehouse talent to their firms.

Breakaway Stories

The breakaway movement continues to revive fueled by mid-sized firms like Sullivan Wealth Management despite a bull market

Why a young Morgan Stanley team moved to Beverly Hills Wealth Management -- with a child in mind

Jeff Spears

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