The Miami-based independent platform is the second to poach an adviser team from the wirehouse in the last week
While firms are investing heavily in technology, many have missed the mark on delivering the best experience
The advisers are the first breakaway team Sanctuary has picked up from the wirehouse this year
The finalized deal increases the firms' scale and distribution into the ESG market
More than half were in adviser-led portfolios, according to Broadridge research
ClearRock Capital marks the second acquisition for the advisory firm this week
The four-person adviser team marks the third to transition away from the wirehouse in favor of the independent platform this year
The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app
From multifunctional dashboards to an increase in demand for robo-advisers, the industry’s appetite for innovation has only increased with new regulation
The product builds on the firm's long-term goal to become a powerhouse in the financial advice industry
