News, Vision & Voice for the Advisory Community


Registered Rep. is finally changing its name

It'll be WealthManagement.com for online content and the print publication also gets a modified moniker

Author Brooke Southall May 17, 2012 at 5:03 PM
no description available
In the old days, it was all good to call an advisory publication 'Registered Representative'

Related Moves

Bill Crager shuffles the deck on management team created just seven months ago: Tony Leal is out of 'Big Three' inner circle, replaced by Morgan Stanley vet Rose Palazzo

The RIA software 'trailblazer' and co-founder of MoneyGuidePro has been working on departure for a year; will transition to a 'consultant,' company says

January 7, 2023 at 1:50 AM

November 18, 2022 at 2:56 AM

Envestnet just named an ESG head to meld 'wellness,' 'The Intelligent Financial Life' and 'sustainable investing' into a single nirvana -- that starts outside of the product realm

Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.

July 27, 2022 at 2:27 AM

Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout, but leave open the door to jointly pursue RIA-to-entrepreneur dashboard... later

The MoneyGuidePro owner and eMoney founder execute clean break with Apprise IP rebranded as 'Wealth Studio.' Walters off to the races with a startup and vague promise to collaborate later.

April 6, 2021 at 12:50 AM

See more related moves

Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Envestnet Inc
Top Executive: Jud Bergman

Maria Marsala

Maria Marsala

May 20, 2012 — 9:13 AM

Slow, I think is good, although 10 years is a long time, in anyone’s books. Changing a name is a big deal, especially when the name is also a title people used.

Who would have thought 10-15 years ago, that so many firms would be gone and that the direction clients are going is —- off Wall Street.

Heck, it took me a long time to not call FAs, RR’s even though I knew mine was an FA. :) As old habits take a while to totally disolve.



June 26, 2014 — 3:44 AM

A single worth mentioning of all the 1000 celebrity dresses from the website centered shop celeb attire can be the A-line Halter Floor Length, Elastic Satin Tulle Dress. Any lady who’s hunting for that Best Marriage ceremony Gown would end clicking for a while to deliver this breathtaking dress (appropriate care of movie star dresses) a lengthy appear. You might definitely consider that this dress is de facto a head turner! Truly amazing! The space it would give any girl shoulder. The enthrallment that every single viewer may have upon seeing the woman within just this alluring gown! Any lady would contain the indications of an prolonged chest muscles and therefore appear to glimpse taller. For this explanation this sort of gown together with the rest with the equivalent is proposed to girls of tiny stature. Because this costume together with the rest with the comparable movie star attire consists of elastic satin, for the two major from the section along with the underlining through the lower portion, possess a substantially comfort and ease even though placing on it. This dress is consistently about the appear amazing when you appears to be like reduce within the chest muscle tissues. The elastic satin happens to be ornamented with tulle and embroidery from the hemline. The tulle gave the sheer effect which may make anybody glimpse once again. The embroidery in the hemline, meanwhile, added magnificence and class for that complete appear.The Five-Second Trick For Omega-3 Vitamins For Little ones



June 26, 2015 — 6:21 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo