How the industry is rallying to help John Hyland as his cancer returns and why the New Jersey advisor seems impervious to fear
The only path to survival for the owner of a $17-billion AUA OSJ is a bone marrow transplant and advisors are getting swabbed to improve his odds of finding an elusive match
How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
August 19, 2020 at 2:18 AM
His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth
October 5, 2018 at 7:40 PM
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Biphenotypic Acute Leukemia Fighter; No Financial
Mr. Hyland, consider yourself lucky that at least you won’t need to worry about whether or not your “financial advisor” will take advantage of you during your medical event. I lost a dear friend to biphenotypic acute leukemia. We fought it for one year via chemo. Lost that battle so went to a salvage chemo and prepared for a BMT. He never made it to the BMT. He developed an infection and then sepsis set in. Then hepatic encephalopathy. Devastating. Little did I know that a medical event put me on my “financial advisors” low-hanging HNW fruit radar. My “financial advisor” at one of the wirehouses—you know the places where a top official of one of them told Arthur Levitt privately that he wouldn’t send his mother—took our medical event as an opportunity to exploit me/us. Unbelievable. Unfathomable. Utterly Disgusting.
BAL Fighter; Now Financial Advisor (esp. wirehouse
It’s a feeling of being raped in every orifice at a most vulnerable time. BAL and my friend’s death beat me down; my wirehouse “financial advisor” kicked me when I was down but didn’t finish me off. I feel like I’m climbing El Capitan with raw fingers and toes now.
I am hopeful that you will find a marrow match (you appear to be Caucasian so your chances are better than other races). I encourage you and your loved ones to get on and read the BMT list serve, if you are not already. There’s an ALL and AML list serve as well. Good luck to you.
Good luck with finding a donor. I am also a cancer survivor and you are an inspiration.