Articles tagged "John Lynch"
'New Moves in the Biz' section rises as human assets in RIA business flow
The RIABiz micro-stories are diverse. A robo startup star migrates to legacy-land, Sallie Krawcheck hires a CMO, an ex-NBA player bounces out of Goldman and an advisor moves back to Cleveland to put the '& son' in his father's RIA
January 3, 2018 at 7:28 PM
Why a FiNet advisor with $477 million of advised assets flew the coop but said 'no thanks' to becoming a Schwab RIA or LPL rep
John Lynch landed with Raymond James, where he feels at home and retains the option to shift to an RIA model