September 23, 2021
Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”
The Diamond Podcast for Financial AdvisorsAbout this episode
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.