Nick Georgis returns to Schwab Advisor Services
The former head of sales will assume many of Barnaby Grist's duties
Author Brooke Southall March 1, 2010 at 9:51 PM
RIA in a Box gunning for top-notch staff as it readies for Aquiline-fueled roll-up binge, targeting old-school, mom-and-pop compliance competitors
With Ascensus also in its portfolio, Aquiline is showing a penchant for taking dull, fragmented, unloved wealth-management niche businesses and rolling them up into sexier firms
November 29, 2018 at 11:54 PM
March 2, 2010 — 4:27 PM
Guess whose back? I thought you would be interested.