How an ex-Merrill team broke free just under the BoA takeover wire and doubled its assets in four post-crash years
Thinking the wirehouse model was broke not wanting to fix it LLBH has parlayed $450 million of assets to nearly $1 billion
Johannes Asuja
Interesting article that shows derivatives can be used also for private clients to create value adding solutions to real risks.
Stuart Zimmerman CPA/PFS
Great story! Look forward to reading about their next double in a few years! The independent, fiduciary RIA model has tremendous advantage for clients. Bet we’ll continue to see many more of these stories.
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Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf
