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The biggest breakaway (ever?) 

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Manage episode 508577223 series 3636697
Content provided by Citywire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Andrew Foerch, Alec Rich and Alex Steger discuss a $129bn team's decision to ditch Merrill Lynch and set up an RIA with help from Dynasty and Schwab. The scale of the move is huge and so are its ramifications for all parties involved. Not least because Merrill has already filed a doozy of a lawsuit. Andrew, Alec and Alex get into it all. They also look at the perhaps surprising wind-down of Strive Wealth Management, which is shutting shop less than a year after its formal launch.
  continue reading

38 episodes

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Manage episode 508577223 series 3636697
Content provided by Citywire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Andrew Foerch, Alec Rich and Alex Steger discuss a $129bn team's decision to ditch Merrill Lynch and set up an RIA with help from Dynasty and Schwab. The scale of the move is huge and so are its ramifications for all parties involved. Not least because Merrill has already filed a doozy of a lawsuit. Andrew, Alec and Alex get into it all. They also look at the perhaps surprising wind-down of Strive Wealth Management, which is shutting shop less than a year after its formal launch.
  continue reading

38 episodes

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