Articles tagged "Spenser Segal"

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Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?

'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything

May 1, 2013 — 11:59 PM UTC

'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit

A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab

August 31, 2012 — 5:19 AM UTC

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace

Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

December 14, 2011 — 4:04 PM UTC

Brian Stimpfl resurfaces in an entrepreneurial mode

The TD Ameritrade fixture teams up with Spenser Segal at Actifi; he took a few yoga classes

January 28, 2011 — 1:17 PM UTC

Unravelling why a big, loyal SEI advisor moved its assets to Schwab

In automating wealth management, Dick Smith chose Adhesion and needed custody

September 27, 2010 — 11:49 AM UTC
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