RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

What the Cetera takeover means and why the non-RIA, product-through-the-pipe direction in the hands of a hard-hitter is an eyebrow raiser

Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales

Friday, January 17, 2014 – 8:41 PM by Brooke Southall
Admin:
0 Comments
no description available
Nicholas S. Schorsch: We intend for RCAP to be the most important full-service financial services and securities distribution company in the industry.

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 – 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 – 10:52 PM


Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

ECHELON Partners
Consulting Firm
Top Executive: Daniel Seivert

Cetera Financial Group
RIA-Friendly Broker-Dealer
Top Executive: Larry Roth




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo