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Articles tagged "Bluff Point"


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New York not the center of the RIA world? Fuhgeddaboudit!
August 8, 2012 at 4:02 AM

Debbie Pritchard: Most of the advisors we're working with are all talking to us about becoming 3(38)s.

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 at 3:17 PM

Kathleen Stewart: The industry and banks are always in a state of flux, and that's something you live with every day.

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 at 3:52 AM

Blaine Aikin: Regardless of what happens to regulatory reform, we expect to do really well.

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 at 5:41 AM

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