Oct 8, 2012
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
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Barry Glassman
6 articles
Articles tagged "Barry Glassman"
Jan 3, 2012
LPL makes big advance into the RIA business with Fortigent acquisition
The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors
Jan 21, 2011
Six things to know about this week's big DC news
RIAs have the winning business model, but also more competition
Mar 12, 2010
How Royal Alliance won a big-time RIA after a string of losses
Rehmann Financial loves the AIG subsidiary's alliance with Pershing
Feb 12, 2010
Beltway-area advisors are rocked by the snowstorms of the century
Financial advisors are out shoveling like crazy but web connections minimize setbacks
Jan 22, 2010
A breakaway story, old-school style
Cassaday's wirehouse departure began as a tailspin but 17 years later he's an RIA and top producer with Royal Alliance
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