Articles tagged "NFP"


HeadlinePublish date

Abby Salameh joins LPL's largest branch office

John Hyland is hiring the veteran RIA business marketer after a long search

August 9, 2013 — 5:09 AM UTC

What swayed me to the hybrid cause after an early indoctrination as a 'pure RIA' disciple

The notion that it's just a layover on the way to to a more exalted state of securities-license-dumping, fee-only purity should be reexamined

December 13, 2012 — 4:29 AM UTC

How nature and nurture combine to encourage advisors to independence

You can lead a broker to an entrepreneurial opportunity, but the desire to take the plunge needs to come from deep within and maybe family experience

October 4, 2012 — 4:22 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

Christopher Street Financial's president becomes the 'Talk of the Town'

The New Yorker magazine article capped a banner week for the head of an advisory practice that caters to the gay community

April 30, 2012 — 4:15 AM UTC

With Schwab [and maybe Fidelity] as custody partners, NFP is positioned to make a run at the hybrid market

If NFP IndeSuite catches on, the success could make up for some struggles on the roll-up side of the business

March 19, 2010 — 2:36 PM UTC

Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs

Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings

February 11, 2010 — 6:47 AM UTC

NFP found profitability but shed firms and office space last quarter

Big roll-up is using drastic measures to make ends meet

February 10, 2010 — 5:33 AM UTC

VC firm bets millions on wealth managers amid market fears

United Capital will use funds to quickly double in size

September 25, 2009 — 6:27 PM UTC
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