Articles tagged "Argos"

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 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

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan

CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

August 9, 2012 — 5:28 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

Pershing is working to create a better alternative assets experience

The Jersey City RIA custodian believes a defined list of criteria gives it an edge

March 8, 2010 — 5:23 AM UTC
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