Articles tagged "FirstPoint"


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Marty Bicknell jumps into the mass market with no 'robo-advisors' and a missionary zeal

After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap

October 4, 2013 — 3:25 PM UTC

Why an 18-year LPL rep moved most of his firm's $250 million of assets to Schwab

Brad Griswold had a fondness for Schwab from using PortfolioCenter and is determined to remove all obstacles to growth, profitability and offering choice to clients

April 4, 2012 — 3:08 PM UTC

Amping up recruiting efforts, giant LPL firm grew its revenue by 300% in 2011

Independent Financial Partners has gotten so big that it's taking a bite out of LPL's business -- and LPL doesn't seem to mind

March 2, 2012 — 4:24 PM UTC

Wirehouses will create their own independent models, Tiburon report says

WIll 2012 be the year that wirehouse 'halfway houses' catch fire?

January 19, 2012 — 6:28 AM UTC

With Dick Averitt retiring, Raymond James taps a star from within to take on LPL

Scott Curtis' background includes GE Financial, Raymond James and life as the son of a Dartmouth coach

December 8, 2011 — 6:13 AM UTC

David Darnell tells Merrill Lynch advisors he won't mess with their pay

But recruiters say all comp factors don't necessarily show up on the official payout grid

September 8, 2011 — 3:07 PM UTC

Two former LPL execs set up a breakaway boutique that works with Raymond James and Schwab, among others

Flush with IPO cash, Scott Collins and Scott Miller were determined to have open-recruiting architecture and more counseling

July 29, 2011 — 2:29 PM UTC
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