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People Moves Related to "Press report: AIG pays in the ballpark of $115 million -- or $82,000 per rep -- for Woodbury"


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Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed

The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.

November 6, 2024 at 5:06 AM

After 13 years in the Shirl shadow, Ed Swenson gets a mandate to grow a $20-billion corporate RIA as old AIG IBD unit, Advisor Group, reorganizes and seeks new brand identity

The Dynasty veteran is key man in Jamie Price effort to take Advsior Group and finally streamline and up-RIA it for a new era.

June 6, 2023 at 1:46 AM

Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too

The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.

October 29, 2022 at 12:02 AM

Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames

The Seattle firm has already quintupled the scale achieved by Tishkevich's FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow up fast.

March 11, 2021 at 11:49 PM

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