Articles tagged "National Financial Partners"

HeadlinePublish date

Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO

RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own

August 30, 2016 — 6:57 PM UTC

Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds

Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements

April 19, 2013 — 5:11 AM UTC

Fidelity goes to the Wall Street Ritz-Carlton with five partner firms and preaches going independent more dependently

The takeaway at this hybrid mini-summit: Yes you can -- but probably not without some serious backup

March 4, 2013 — 6:32 PM UTC

Once Exhibit A that roll-ups are a flop, NFP is emerging as a stingy, strategic player

Under outgoing CEO Jessica Bibliowicz, the bruised but fast-growing New York aggregator no longer resembles its insurance-dependent 2008 self

September 11, 2012 — 2:48 AM UTC

Philip Palaveev hangs out his shingle with a new consulting model for RIAs and a money-back guarantee

The former Moss Adams star will still serve the Fusion constituency but The Ensemble Practice LLC will let him spread his wings, too

September 7, 2012 — 4:05 AM UTC

National Financial Partners buys longtime partner Fusion signaling a shift away from the 'roll-up' model

The New York-based agglomeration of financial businesses is looking to inject higher levels of intelligence, best practices and culture by bringing the services of Fusion in-house

July 18, 2012 — 4:01 AM UTC
— There are no additional results —