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Young SageView fiduciary chief tasked with standardizing practices across 23 offices

Author Dina Hampton April 17, 2018 at 7:53 PM
3 Comments
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Jonathan St. Clair

People Moves


Stephen Winks

Stephen Winks

October 7, 2009 — 5:35 PM

Is this the end of Wirehouse Recruiting bonuses that require major Wall Street firms to compete on the basis of who provides the biggest bonuses for advisors to bring their assets to another firm?

McWhinney doesn’t want any part of this.

Rather, than throwing money around like wirehouses and trying to manage outsized egos, McWhinney is saying why not use the industry’s most accomplished RIAs and compete on the basis of the depth and breadth of the counsel provided. These RIAs are at least as productive as top brokers and do not cost a penny. She avoids the risk of loosing RIAs to the top bidder as RIAs are more committed as they already own their own business, and offer a level of service not possible in brokerage formate.

McWhinney gets an A-Plus for visionary leadership. This is cheaper, easy to manage and more effective for the consumer. Why get caught up in the unecessary hassels?

http://soun.dk/cML

http://soun.dk/cML

May 22, 2014 — 10:31 AM

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Donald Campbell

Donald Campbell

October 4, 2016 — 9:50 PM
I can see paying for advise but with so many Bernie Madolf out there to give up control of your money is like giving a power of attorney to a random bum on the street. BoA has brought investment to the little guy and as always his responsibilty to ensure his own future

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