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Articles tagged "Beirne Wealth Consulting"

Brian Hamburger: We're now prepared to receive a call from a customer at 10 a.m. and have them up and running at the end of the day.

MarketCounsel launches legal hyperspace button for breakaways who get fired by Merrill Lynch (and friends) before the 'go' date
Brian Hamburger's novel service to become an RIA in a day is a response to stepped-up electronic snooping at broker-dealers and nettlesome questions asked by state regulators

Monday 4.8.13
Rick Meigs: It seems like a big pot of assets to be walking away from.

Merrill Lynch pulls advisors from a $2.9-billion business -- and leaves the light on for RIAs
The Bank of America subsidiary sees too much peril in the public-pension business and RIAs like John Beirne smell opportunity

Tuesday 2.5.13
John Beirne: This isn't a business where an age barrier prevents you from performing.

A 69-year-old, $2 billion Merrill Lynch breakaway looks to his elder to help expand his firm
John Beirne plucks Phil Sloan, former Merrill Lynch colleague and PaineWebber exec, off the golf course as he escalates his ambitious plans for growth

Friday 3.16.12
John Beirne: It was really traumatic to go to my manager's office and resign.

A $2 billion, 69-year-old Merrill Lynch advisor passes up the gold watch in favor of breaking away
Fearing the loss of massive public accounts, John Beirne swallowed the idea of independence with help from Focus Financial

Thursday 2.16.12
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