Apr 15, 2015
Envestnet gets Matt McGinness as it launches an advisor consulting division
The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion
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3 articles
The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion
Long an RIA researcher at Cerulli and LPL, McGinness makes a big leap to turn the company's internal corporate RIA into an outward-facing TAMP
Yanni Bousnakis will help Matt McGinness fashion a way for advisors to manage on a discretionary basis at the IBD
The Industry Sourcebook for RIAs