 These RIAs are realizing that they’re running their own businesses, and they find that out six months after signing up and say, 'wait, why am I writing a check?"Matt Sonnen, founder, PFI Advisors |
After chats with Phyllis Borzi, a flagship HighTower team executes a 'deliberate' breakaway to form a $2.5-billion RIA
Sanders Wommack | RIABiz, June 2016
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Summary: Citing post-DOL-rule concerns about serving their super-rich clientle and hungering for more alternative alternatives, Paul Pagnato and David Karp have ankled the captive brokerage world but are keeping ties to the Chicago roll-up
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