Articles tagged "Esther Stearns"

HeadlinePublish date

Edelman Financial gets its CEO from LPL but the chief executive's job description isn't exactly what the old one was

The $16-billion-AUM RIA's poach of Ryan Parker gives Ric Edelman the bandwidth to exert more of his people power

May 31, 2016 — 8:47 PM UTC

With BlackRock ahead and blue ocean behind, LPL finds its robo comfort zone

With the 150 basis-point-plus price of Guided Wealth Portfolios, LPL's robo plan doesn't look so robo, except for the onboarding

April 15, 2016 — 7:59 PM UTC

A departing NestWise advisor tells what he learned from the whole experience

Andrew Ghezzi's experience with the mass-market, online entity was a pleasant surprise, but it was troubling that he was winning clients largely in proportion to their physical proximity to Boston

October 29, 2013 — 4:57 PM UTC

Why exactly LPL Financial nixed NestWise and how OSJs, once again, may be wagging the big dog

The event is eerily similar to BloombergBlack's full stop, one analyst says, but LPL's story has its own twists, it seems

September 3, 2013 — 5:36 PM UTC

NestWise is starting to take shape and take flight under LPL's wing -- and from under Schwab's shadow

The San Fran-based venture, headed by a former Schwabie, is pioneering technology, mass-affluent retainers and choice of labor pool, for starters

February 13, 2013 — 5:44 AM UTC

LPL poaches top Dell exec to rewire outsourcing and head hundreds in new technology 'town'

Victor Fetter is reporting directly to Mark Casady and will help hire 60 techies in the next 45 days

December 14, 2012 — 5:57 AM UTC

LPL Financial rolls up an unusual RIA to use as a cornerstone of its TAMP-like mass-market venture

The big broker-dealer is buying Veritat Advisors, renaming it NestWise, and using a Wharton professor's technology to crack the case of managing multi-hundred-client practices

July 10, 2012 — 2:32 PM UTC

LPL cannibalizes executive talent and launches mass-market entity

If anyone can crack the uncrackable low-end market, it's Esther Stearns, analysts and headhunters say

April 19, 2012 — 4:35 PM UTC
— There are no additional results —