Articles tagged "Spenser Segal"
Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything
May 1, 2013 at 11:59 PM
'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit
A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab
August 31, 2012 at 5:19 AM
Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace
Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone
December 14, 2011 at 4:04 PM
Brian Stimpfl resurfaces in an entrepreneurial mode
The TD Ameritrade fixture teams up with Spenser Segal at Actifi; he took a few yoga classes
January 28, 2011 at 1:17 PM
Unravelling why a big, loyal SEI advisor moved its assets to Schwab
In automating wealth management, Dick Smith chose Adhesion and needed custody