Person

Bill Chetney

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Articles tagged "Bill Chetney"

Bill Chetney: I went to Mark Casady and Robert Moore and said: This is my natural habitat. I'd like to lead but from this format.

Jul 9, 2014

Bill Chetney is back to compete with LPL (among others) and Mark Casady is very much on board

His new $40-billion OSJ start-up will use the LPL hybrid platform and get a hand from the broker-dealer in procuring a right-to-recruit agreement and software

Larry Deatherage: We could find 500 other participants who would counteract what was said on 'Frontline.'

Nov 7, 2013

How an LPL-owned 401(k) afterthought zoomed from $6.5 billion to $10 billion with help from reps -- and thinking big

The former NRP duo demurred overtures three years ago from wirehouses and big competitors and now counts Qualcomm, Petco and In-N-Out burger as clients

Randy Long: We've talked to them. I've decided I'd just rather go after their clients rather than their advisors.

Sep 26, 2012

How a $12 billion RIA grew to $20 billion in less than a year by raiding 401(k) accounts from legacy players

Randy Long boasted that he'd pick off the big boys' clients and came through with the help of a crack team of 12 young turks

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Bill Chetney

Articles tagged "Bill Chetney"

Bill Chetney is back to compete with LPL (among others) and Mark Casady is very much on board

How an LPL-owned 401(k) afterthought zoomed from $6.5 billion to $10 billion with help from reps -- and thinking big

How a $12 billion RIA grew to $20 billion in less than a year by raiding 401(k) accounts from legacy players

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