Articles tagged "Scott Welch"
Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners
The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.
September 24, 2019 at 2:02 AM
What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer
With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged
October 8, 2012 at 5:32 AM
LPL Financial finds a starting place to bring Fortigent into its mainstream mix
The big broker-dealer will leverage the acquired firm's alternative-investments research and portfolio management with a new offering
September 26, 2012 at 3:29 AM
An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
May 3, 2012 at 5:21 AM
Buy alternative investments and get over Madoff, especially as interest rates threaten to rise: columnist
Regulated alternative investments -- aka mutual funds -- may cannibalize hedge funds