Articles tagged "Rahul Shah"


HeadlinePublish date

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street

Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

May 18, 2012 — 4:08 AM UTC

FiNet's wirehouse-lite model scores with advisors

Investment in recruiting pays off with highest average assets among IBDs

May 12, 2011 — 2:27 PM UTC

Why one Merrill Lynch advisor needed to break away twice to become an RIA

Rahul Shah's first breakout attempt to Wachovia's FiNet fizzled and, his wife, Tejal Shah masterminded the second effort

February 22, 2011 — 6:23 AM UTC
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