Articles tagged "SG Select"


HeadlinePublish date

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

A big Schwab RIA in Florida launches a mass-market venture with Placemark and Schwab as the key pieces

Rich Steinberg is using, in effect, his own RIA as the manager to clients of a startup RIA, outsourcing the technology and counting on Schwab referrals

October 1, 2012 — 4:33 AM UTC
— There are no additional results —