 The lone-advisor model may soon end up being the new "old school," the way transactional business is viewed these days.”Elizabeth McCourt, senior vice president, Renaissance Unlimited, |
Is the Solo Advisor the New Old School?
Elizabeth McCourt | On Wall Street, December 2015
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Summary: This year brought some of the biggest moves in recent memory. On Wall Street reported more than two dozen teams managing $1 billion or more in client assets switched firms. By comparison, less than 10 such teams made a move last year.
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