Guest Columnist Matthew Sonnen

Great insight – I would reemphasize the mistakes we see made of not choosing the best IT services. Unfortunately the mass market solutions that we are all familiar with don’t work for the a sophisticated RIA.

A breakaway artist confesses the 'mistakes' he made in ushering PBIG's Hou-Sear team

Matt Sonnen: There were only so many off-hours trips I could make through the service elevator.

Luminous Capital

PFI Advisors

Matt Sonnen

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

With its elevators, synchronized watches, office space hijinks and voice-over IP, Luminous Capital was a virtuoso Merrill Lynch defection but not to Matt Sonnen

A breakaway artist confesses the 'mistakes' he made in ushering PBIG's Hou-Sear team

Jeff Spears

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A breakaway artist confesses the 'mistakes' he made in ushering PBIG's Hou-Sear team

Jeff Spears

RIABiz Directory

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