Greatest Hits: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan

Advisor Talk with Frank LaRosa · Mar 5, 2026 · 46m

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…