Articles tagged "McLean Asset Management"


HeadlinePublish date

Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps

In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago

November 7, 2013 — 7:02 PM UTC

Could inStream be the Next Big Thing in RIA technology?

Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation

January 7, 2013 — 4:20 AM UTC

How McLean Asset Management is adding practices without making acquisitions

The New Hampshire and Virginia practice is bringing smaller RIAs in under its wing

August 29, 2011 — 2:20 AM UTC
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