Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”

from The Diamond Podcast for Financial Advisors · host Minday Diamond

Ex-UBS $5B advisors, Rob Sechan and Jeff Kobernick found that servicing their UHNW clients became difficult at the wirehouse and wanted more than other firms offered. So they built RIA NewEdge Wealth with EdgeCo Holdings and other UBS veterans.

Episode metadata supplied by the publisher feed · Published Sep 23, 2021

Embed this episode

Attribution link and audio player

Ready to play

Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”

0:00 53:35

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Diamond Podcast for Financial Advisors?

This episode is 53 minutes long.

When was this The Diamond Podcast for Financial Advisors episode published?

This episode was published on September 23, 2021.

Can I download this The Diamond Podcast for Financial Advisors episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!