First time poster here. I was wondering if anyone had any insight/experience switching from a career in equity research to PB/PWM.
Background: I've been an equity research associate at a boutique SS brokerage firm for about a year now. Through some digging, I have been fascinated by PB/PWM , however, I wouldn't know where to start to break into the industry.
I've found WSO to be very insightful so I figured I might as well throw this out there.
Thanks in advance.