RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Revenge of the branch managers: Washington Wealth is rapidly putting ex-wirehouse workers in play nationwide

The fledgling RIA is swamped with interest and likes its high-class problems

Author Brooke Southall August 12, 2011 at 5:14 AM
Admin:
no description available
Tony Sirianni: Our biggest issue has been overwhelming demand.

Jeff Spears

Jeff Spears

August 12, 2011 — 5:20 PM

Great idea!

Sounds like EXOS in San Francisco.

Scott T

Scott T

November 25, 2012 — 6:34 PM

I think the most useless life form on the planet is a wirehouse branch manager. I have been in the business for 20 years and I’ve never met a branch manager that added any value what-so-ever to my business or my clients’ lives. As far as I’m concerned they can all rot in the streets.


Related Moves

UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture

Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

July 16, 2022 at 1:35 AM


RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo