Articles tagged "Kelli Cruz"


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Envestnet gets Matt McGinness as it launches an advisor consulting division

The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

April 15, 2015 — 12:45 PM UTC

Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals

What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients

April 9, 2015 — 7:33 PM UTC

The giant raise RIA folk got in 2014 and the threat it poses in 2015

The 20% jump means money in the pocket and a rather frightening overhead scenario

January 12, 2015 — 8:38 PM UTC

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab

Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

July 16, 2014 — 6:22 PM UTC

Is Merrill Lynch taking its more RIA-like training program another step forward with Racquel Oden's promotion?

The new head of training breaks stereotypes and may break new ground for the industry -- or not

March 10, 2014 — 1:31 AM UTC

How the founder, CEO of a $4-billion RIA survived a brutal bike accident and kept his firm rolling

First Brodie Cobb needed a saw to reset bones, now he's sawing apart silos to make Presidio Group function as a unified team

February 25, 2014 — 4:33 AM UTC

Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention

Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk

November 14, 2013 — 6:32 AM UTC

Jim Pavia departs InvestmentNews and gets picked up by CNBC as part of its high-dollar hiring spree aimed at attracting advisors to its consumer-based website

The print-to-online maelstrom in trade media is hitting storm force; AdvisorOne changes its name to ThinkAdvisor

July 18, 2013 — 2:19 AM UTC

RIAs who trade very much seek to know more at a mile-high NAAIM Conference

The 24-year-old group makes its first dedicated market hire and continues to demand respect

May 2, 2013 — 8:11 PM UTC

This RIA recruited the Morgan Stanley manager who almost recruited him ...

... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor

February 28, 2013 — 3:50 PM UTC