Articles tagged "Cruz Consulting Group"


HeadlinePublish date

Envestnet gets Matt McGinness as it launches an advisor consulting division

The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

April 15, 2015 — 12:45 PM UTC

Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals

What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients

April 9, 2015 — 7:33 PM UTC

The giant raise RIA folk got in 2014 and the threat it poses in 2015

The 20% jump means money in the pocket and a rather frightening overhead scenario

January 12, 2015 — 8:38 PM UTC

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab

Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

July 16, 2014 — 6:22 PM UTC

How the founder, CEO of a $4-billion RIA survived a brutal bike accident and kept his firm rolling

First Brodie Cobb needed a saw to reset bones, now he's sawing apart silos to make Presidio Group function as a unified team

February 25, 2014 — 4:33 AM UTC
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