Why exactly Valerie Brown is out of a job at Cetera -- and Larry Roth is in
Nicholas Schorsch and his CEO may have differed on the way forward as Cetera's inorganic growth runs full tilt
Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames
The Seattle firm has already quintupled the scale achieved by Tishkevich's FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow up fast.
March 11, 2021 – 11:49 PM
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
Here we go again. Caution on non-traded REITS is a wise call, and running independent broker/dealers fast and loose has been the downfall of many, many, IB/Ds. Sometimes inexperienced brokers do not know any better, same for independent firms with no discipline where anything goes. Remember how Roth ran off the highly regarded Joby Gruber at FSC and an experienced replacement CEO with great experience from AG Edwards.
Be careful, when anything goes as advisor reputations are at stake and they don’t know it.
Mr Winks- So you say “Roth ran off Gruber?” The facts of this situation are detailed on FINRA brokercheck, so before you state untruths make sure you have your facts straight.