Sterne Agee makes its RIA custody debut after customizing for Meg Green's $650-million RIA
It started as 25 people with notepads and Southern accents surrounding the Royal Alliance-using Miami--based advisor principals
Elmer Rich III
Nice reporting job and good story. Our experience is that “bespoke” or truly customized custodial services are a growth market. Not easy to sell or service but a growing set of specialized markets driven by client’s needs becoming more diverse and complex.
One of the best ways for an advisory firm to truly stand out is to deliver truly different and better custodial services beyond the “Big Box” offerings.
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New Envestnet CEO first reached out to his financial advisor before accepting Bain Capital's offer to take over one of the advisory industry's largest service providers
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Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints
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LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law
Envestnet Inc
TAMP
Top Executive: Jud Bergman
