Cultural change and business opportunities mean advisors will keep looking to move, either to another firm or to independence. Chris Dupuy, a former longtime Merrill Lynch regional executive, discusses how his current firm, Focus Financial Partners, seeks out advisors looking to break away. Independence is not for everyone, says the executive, who is head of Focus Connections, Focus Financial's service for breakaway advisors.
Are you confident there are many more wirehouse teams to move?
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