Will threatened Broker Protocol upend advisors' career plans?

Andrew Welsch | Financial Planning, January 2018

Summary: Denholm was concerned about what he saw as overemphasis on cross selling, and he wanted to have better technology when servicing clients. So last June, the former Wells Fargo advisor, who oversaw about $200 million in client assets, left to form his own RIA, IronBridge Private Wealth, in Austin, Texas.

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