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Facet Wealth is doubling in size every six months with subscription model, on-the-job training, no central offices and a rising belief it can be the 'next Fidelity'

With Warburg Pincus spigots flowing, the Baltimore-based $502-million AUM RIA does its part by keeping overhead radically low and worker care high.

Author Oisin Breen March 26, 2021 at 12:21 AM
1 Comment
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Anders Jones: We didn’t ask ‘what can we cherry pick from Vanguard, Kitces, Learnvest, et al., but instead… ‘what does the ideal model look like.'

Technology


Jeff Spears

Jeff Spears

March 26, 2021 — 12:56 PM
The CFP designation seems to be the growth engine of the Advisory industry. My question is will a CFP’s recommendations come under the same scrutiny that registered reps did? Without a formalized regulator I remain concerned.

Related Moves

April 3, 2019 at 2:22 AM

Altruist is CTO-less, for now, quasi-intentionally, it says • Ex-rival exec hired to jumpstart cross-selling Orion products to enterprise clients • BlackRock tops Grayscale • Facet outsources estate plans • Advyzon profits off Goldman exodus • Dan Wiener's RIA has new CEO • CFP count tops 100k

Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.

June 7, 2024 at 1:44 AM


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