Movers

Dealmakers Panel Predicts More Wirehouse to RIA Movers

Dealmakers Panel Predicts More Wirehouse to RIA Movers

Wirehouse advisor movers are still predominantly switching to rival wirehouses, but the hybrid and independent registered investment advisor space is ripe for increasing its poach rate, according to a panel at Echelon’s Deals and Dealmakers Summit in Laguna Niguel, Calif. This year, Echelon estimates that 203 wirehouse advisors will move to an independent RIA model,

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