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Summary: The breakaway movement has continued to gain headlines as more teams have make the leap to the RIA channel. Most articles surrounding recent breakaways tend to focus on how much assets the adviser has managed, the adviser's experience in the industry and the custodians and technology firms that may have assisted the RIA formation. What everyone seems to overlook are the vital operations teams that are toiling away behind the scenes to ensure the transition's success.
 While the advisers get the headlines and accolades in the press, we all need to realize it's the operations teams that are the true unsung heroes in the proliferation of assets transferring from the wirehouses to the independent space.”Anna Maria Garcia, Analyst, PFI Advisors. |
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