Apr 15, 2015
Envestnet gets Matt McGinness as it launches an advisor consulting division
The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion
Tag
Cruz Consulting Group
5 articles
Articles tagged "Cruz Consulting Group"
Apr 9, 2015
Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals
What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients
Jan 12, 2015
The giant raise RIA folk got in 2014 and the threat it poses in 2015
The 20% jump means money in the pocket and a rather frightening overhead scenario
Jul 16, 2014
In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab
Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies
Feb 25, 2014
How the founder, CEO of a $4-billion RIA survived a brutal bike accident and kept his firm rolling
First Brodie Cobb needed a saw to reset bones, now he's sawing apart silos to make Presidio Group function as a unified team
— There are no additional results —