News, Vision & Voice for the Advisory Community


Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline

RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

Author Lisa Shidler January 24, 2014 at 6:36 PM
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Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Bob Oros


Marty Bicknell


Roger Hewins


Abby Salameh


Scott Hanson


Roger Whitney



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April 2, 2024 at 1:28 AM

High wattage Shannon Spotswood starts spending Long Ridge capital on three big talents, including Abby Salameh, a 25-year veteran executive who pioneered marketing and advisor outreach

The president of the little-known Birmingham, Ala., advisory with $4.8 billion of AUA is using freshly raised funds to bring A-listers to the staff

March 8, 2024 at 1:25 AM

Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units

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December 16, 2023 at 2:22 AM

Allworth gets its man in John Bunch, who takes over as CEO 'with bases loaded and nobody out' but faces a high bar

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Mentioned in this article:

Mariner Wealth Advisors
RIA Welcoming Breakaways
Top Executive: Marty Bicknell

Private Advisor Group
Specialized Breakaway Service
Top Executive: Frank Smith, Chief Executive Officer

Allworth Financial
Mergers and Acquisition Firm, RIA Serving Other RIAs, Advisory Firm
Top Executive: Scott Hanson and Pat McClain

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins

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