In this strategic episode of The Breakaway Briefing, The Gershman Group CEO Roger Gershman sits down with industry disruptor Rob Sechan, CEO and Co-Founder of NewEdge Wealth. They dive deep into the challenges and opportunities within the alternative investment space, revealing why superior boutique strategies often fail to make it onto large wirehouse platforms due to internal economic and political constraints. This conversation provides essential listening for advisors seeking to diversify their offerings, understand the dynamics of a hyper-growth RIA, and navigate the major industry shift toward independence.

Alternative Investment Constraints: A detailed look at why the best-performing, boutique investment strategies are often excluded from major banking platforms.

The RIA Growth Blueprint: Rob Sechan's strategy for scaling NewEdge Wealth into one of the fastest-growing RIAs in the nation.

Superior Returns vs. Scale: Understanding the balance between strategies that offer superior risk-adjusted returns and the large-scale model favored by major financial institutions.

The Independent Shift: Expert analysis of the ongoing industry migration and the advantages of creating a successful, disruptive advisory firm.

Rob Sechan (CEO, Managing Partner, and Co-Founder of NewEdge Wealth) Rob is an experienced financial expert and entrepreneur who also serves as Co-Managing Partner of NewEdge Capital Group. He has been recognized by both Barron's and Forbes as a Top 100 Financial Advisor.