Frank and Rob dive into:

• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth.

• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.

• How multi-custody and open architecture models can offer flexibility.

• Perspectives of some advisors that have experienced business growth after joining the firm.

•  The role of private equity and its innovation in wealth management.

• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.

Whether you’re exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today’s independent landscape.

Want to connect?

• Reach out to Frank directly at [email protected] or send him a DM on LinkedIn.
• You can also connect with Rob by emailing [email protected] or visiting his LinkedIn page.

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Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.

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