First Command's Marty Durbin retires -- well after his scandalized IBD went RIA to rehab its image
A third of of the Texas-based firm's reps had to leave but it now has $18 billion of AUM
Related Moves
UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 AM
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
September 10, 2019 at 10:52 PM
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors
Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs
August 2, 2019 at 12:48 AM
Stark & Stark
Legal Services for RIAs
Top Executive: Tom Giachetti
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO
