News, Vision & Voice for the Advisory Community
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11 articles
The Boston giant's resolute move is a 'blue-ocean' strategy that may give it an edge with advisors looking for a one-stop, one-statement approach to AI management
Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis
The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts
A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say
TAG Associates, founded to manage big assets of a Warner Communications billionaire in 1983, is growing locomotive style by eschewing most outsourcing
A sales culture is being driven by competitve pressures and opportunities for fresh assets that are too tempting to pass up
FOX sees niche as big RIAs fill fiduciary void, banks lose their hegemony and the economy mints more ultra-affluent investors
A study shows some myth-busting common denominators among successful firms
Putting great people and the RIA business model together holds tremendous promise, analysts say
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