Articles tagged "Jeff Roush"

HeadlinePublish date

Fidelity teams with Goldman Sachs as part of big push into alternative investments on behalf of RIAs

The Boston giant's resolute move is a 'blue-ocean' strategy that may give it an edge with advisors looking for a one-stop, one-statement approach to AI management

November 1, 2013 — 4:50 PM UTC

One special GenSpring spin-away (the old chief's new venture) is thriving as a $1.6-billion RIA and using a retrofitted stock broker's trick

Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis

July 7, 2013 — 9:38 PM UTC

How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity

The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.

June 25, 2013 — 9:51 PM UTC

Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients

Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

May 31, 2013 — 8:01 PM UTC

How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host

WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

April 4, 2013 — 7:02 PM UTC

How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring

A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say

October 18, 2012 — 5:50 AM UTC

A $6-billion multifamily office highlights its home-cooking approach to picking boutique managers with a star hire

TAG Associates, founded to manage big assets of a Warner Communications billionaire in 1983, is growing locomotive style by eschewing most outsourcing

August 5, 2012 — 9:44 PM UTC

Smelling blood on Wall Street, genteel family offices are using the 'S' word, study shows

A sales culture is being driven by competitve pressures and opportunities for fresh assets that are too tempting to pass up

October 4, 2011 — 3:07 PM UTC

Family Office Exchange is betting that RIAs and the ultra-affluent can't get enough of each other

FOX sees niche as big RIAs fill fiduciary void, banks lose their hegemony and the economy mints more ultra-affluent investors

May 31, 2011 — 1:38 PM UTC

Eavesdropping on the Moss Adams workshop: How big and broadly owned your firm should be

A study shows some myth-busting common denominators among successful firms

November 22, 2010 — 6:13 AM UTC