Apr 17, 2014
Fidelity Institutional bags Pershing's RIA sales chief and gives him a lesser title
The prize is Tom Valverde who Pershing replaces with Ben Harrison
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Tom Valverde
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Articles tagged "Tom Valverde"
Dec 11, 2013
BNY Mellon is arming Pershing's RIA unit to the teeth with banking products for ultra high net worth clients
Clients of Pershing RIAs can get jumbo mortgage loans -- a good lure for breakaways used to cross-selling like mad at wirehouses
May 8, 2013
Fidelity gleans why so many 'attractive' advisors cling to wirehouses and Cerulli's newest RIA data shows plenty find courage
Those hefty retention bonuses aren't the only thing keeping brokers tied to their desks -- family sentiment has huge impact on 'fence-sitters'