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Summary: Historically, financial advisors have admired the wirehouse model, in part because of the reputation and credibility those advisors could leverage with new and existing clients. The major wirehouses — Morgan Stanley, UBS Wealth Management, Merrill Lynch and Wells Fargo — stood tall as household names, and affiliation with those brands could give advisors a competitive leg up.
 As the independent movement roars on, potential breakaways can check branding off of their list of concerns. With proper guidance and a clear vision, they can escape wirehouse headline woes and create an independent identity that truly reflects their culture, values and client commitment."Michael Shad Besikof, president and COO, TruClarity |
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