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Dan Cronin jumps from key RIA role at RBC to a new spot at BNY Mellon Investment Management

The longtime Fidelity and Schwab liaison to registered investment advisors has a new mission -- RBC's mission is less obvious as its chief sales guy to RIAs departs

Author Brooke Southall August 17, 2012 at 3:46 AM
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Dan Cronin is BNY Mellon's emissary to the largest, most sophisticated RIAs as it works to find investors for dozens of investment boutiques under its brand.

RIA Custodians



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January 19, 2023 at 3:31 AM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology

The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.

March 11, 2020 at 7:58 AM

In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament

The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?

October 1, 2019 at 1:06 AM

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