Articles tagged "Bluff Point"


HeadlinePublish date

Why the slow-evolving metro New York area is still on course to be the capital of the RIA business

The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco

August 8, 2012 — 4:02 AM UTC

How Schwab is gearing up its RIAs to fight for 401(k) assets

The San Francisco custodian's deal with fi360 will help advisors meet increasing demand from employers that their advisors be fiduciaries

May 16, 2012 — 3:17 PM UTC

fi360 lures an executive away from Wells Fargo Private Bank to help thousands of advisors deliver fiduciary care

Kathleen Stewart wore many hats at the big wealth manager and has worked for an RIA and Goldman Sachs alike

April 20, 2012 — 3:52 AM UTC

Private equity strikes again, this time quietly buying control of fi360 for $11.5 million

Bluff Point Associates principals liked the recurring revenues and bright growth prospects

April 10, 2012 — 5:41 AM UTC
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