In the financial advisory and investment world, Wirehouses are the franchises of the industry. Morgan Stanley, Bank of America’s Merrill Lynch, or UBS: there’s a lot to be said for an established framework and the support that comes from these big names. But they can also be hard to advance in and extremely limited when it comes to helping your clients. If you’re a wirehouse advisor looking to break away to go independent or just a firm, we’re glad to say the process has never been easier.
