Articles tagged "Barry Glassman"


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What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer

With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged

October 8, 2012 — 5:32 AM UTC

LPL makes big advance into the RIA business with Fortigent acquisition

The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors

January 3, 2012 — 8:34 PM UTC

Six things to know about this week's big DC news

RIAs have the winning business model, but also more competition

January 21, 2011 — 2:37 PM UTC

How Royal Alliance won a big-time RIA after a string of losses

Rehmann Financial loves the AIG subsidiary's alliance with Pershing

March 12, 2010 — 7:03 AM UTC

Beltway-area advisors are rocked by the snowstorms of the century

Financial advisors are out shoveling like crazy but web connections minimize setbacks

February 12, 2010 — 6:00 AM UTC

A breakaway story, old-school style

Cassaday's wirehouse departure began as a tailspin but 17 years later he's an RIA and top producer with Royal Alliance

January 22, 2010 — 5:52 AM UTC
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