Articles tagged "Keats Connelly"


HeadlinePublish date

A Phoenix RIA has a $100-million client relationship riding on Romney

A Keats Connelly investor made good on his threat to move north when Obama won in '08, now the firm has fingers crossed for a Romney win

October 2, 2012 — 4:29 AM UTC

Once-sleepy National Advisors Trust has a sparkling year for net new assets

The RIA-owned firm is getting a boost from the SEC's Madoff-inspired custody rule, a new CEO and its own critical mass

March 11, 2011 — 3:29 PM UTC

How a custody relationship with RBC may net an advisor $100 million on day one

The Canadian bank was the missing ingredient for one Keats Connelly client; Cardinal Point's Jeff Sheldon signed on with TD Ameritrade for similar reasons

February 28, 2011 — 3:33 PM UTC
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