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John Kimelman on Muck Rack

John Kimelman

New York
As seen in: MSN, Encyclopaedia Britannica, Yahoo Finance, Investopedia, Mint, Barron's, Pensions & Investments, RealClear Markets, AdvisorHub, RIA Intel and
Veteran financial writer and editor with stints at Barron’s and CNBC.com. I leave stock picking to the 3 or 4 people who can do it consistently well.

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Articles

Preparing an Independent Firm for a New Phase

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By John Kimelman
| AdvisorHub Verified
Keith Brandt has spent more than 40 years building wealth for his clients. In 2012, the veteran financial advisor turned to Kestra PWS when he decided to go independent after three decades with Merrill Lynch. The firm he and his wife Nicki founded, California Wealth Transitions, has $1.2 billion in assets under management and employs nearly 20 people across two southern California offices in San Diego and Brea.
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RBC Wealth Management: Setting Up Advisors for Success in Serving the Ultra Wealthy

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By John Kimelman
| AdvisorHub Verified
As the number of ultra-wealthy Americans has grown steadily in recent years, wealth management firms are evolving to better serve the distinctive needs of this client segment. To win over these sophisticated and discerning families, wealth management firms need advisors who have the right mix of experience, specialized know-how, and access to a variety of private market investments, tailored lending opportunities and other high-end products and solutions that these clients expect.
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A Decade of Impact: Kestra PWS Redefines the Path to Independence

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By John Kimelman
| AdvisorHub Verified
For many financial advisors, breaking away from the structure and support of bulge-bracket firms is exciting yet daunting. They often find themselves needing more help in establishing a new independent business than they ever imagined. For much of their careers, they could leave most of the details of running an advisory firm to a large, established corporate parent while they simply focused on their core strength – making investment and other personal finance decisions to help their clients.
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