Our thinking.
Analysis from people who have sat on both sides of the recruiting table. How books actually move, what the deals mean three years out, and where the firms are heading.
White paperJuly 2026
Maximizing Value: Exit / Retirement Strategies for Wealth Managers and Financial Advisors
The six exit and retirement strategies available to advisors across all channels, the potential returns of each, and the considerations that come with them. Run on one practice, the outcomes range from $6.0M to $21.8M.
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White paperJune 2026Email to read in full
Truist: The Forced Repricing.
Building your confidential Plan B before a corporate mandate decides your value for you.
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White paperJuly 2026Email to read in full
For UBS Advisors, the Decision to Leave is a Portability Problem.
The 2017 Protocol withdrawal reshaped every exit. Why the order of operations, not the size of the deal, decides whether your clients follow you.
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White paperJuly 2026Email to read in full
Simplifying the Complex World of RIAs and the Path to Independence.
The word covers four different businesses. One legal line separates them from the wirehouse world, and what separates them from each other is not the payout, it is the multiple the practice sells for. The independent path in plain terms, before anyone pitches you a platform.
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BlogJuly 202611-min read
The Broker Protocol, explained.
What it protects, the permission it grants, and why it is not a free pass.
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BlogJuly 20269-min read
Leaving a wirehouse: the honest guide.
From people who ran the recruiting side of the table. The real question is not whether you are unhappy. It is whether your clients will follow you.
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BlogJuly 202611-min read
Wirehouse vs RIA: what actually differs.
Category by category, in the terms that decide the move: payout, ownership, platform, and the deal.
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BlogJuly 20267-min read
The breakaway economy.
In a decade, a third of industry assets moved toward independence. The force behind it is arithmetic, worth reading clearly whichever direction fits your practice.
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