Aug 14, 2015
Consumer Reports names Betterment in top five for customer service with USAA, Schwab, Vanguard and T. Rowe Price
The recognition flies in the face of a bias against that says robos can't hold hands with their bony robot fingers
Tag
FA Insight
35 articles
Articles tagged "FA Insight"
Page 1 of 3Jul 29, 2015
With 'revenue sharing' as primary consideration, Guggenheim transfers its in-house RIA to HighTower
HighTower gets a substantial bounty of fee-generating assets and clients and Guggenheim avoids having to scale up
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
Nov 4, 2014
Convergent Wealth begins to pick up the pieces after David Zier's death
The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford
Jun 28, 2014
Russell Investments sells for $2.7 billion and the new owner will flip its $250-billion asset manager -- yet again
The once-proud, family-owned Seattle firm is being sold by Northwestern Mutual and stripped for parts -- its indexes -- with its asset-management business as the throwaway
Mar 18, 2014
United Capital drops a six-figure check on 10 partner firms in share buyback program financed by SageView
Joe Duran's company is belatedly paying fully vested firms for up to 25% of their stock after the 2008 crash threw off the promised liquidity schedule
Feb 18, 2014
LPL gets the question from Wall Street analyst: How much more can you squeeze from your financial advisors?
The broker-dealer's CFO pointed to a 65% chunk of time not used to prospect or service clients
Nov 28, 2012
United Capital's Joe Duran throttles back on deals as he opens an RIA version of Hamburger University
Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country
Nov 15, 2012
Schwab is creating an RIA MBA-equivalent to grease the skids of internal succession -- and internships to build an RIA worker-bee talent grab pile
One area of weakness for RIAs is finding the resources, time and expertise to train people, and Schwab is addressing the need
Jul 16, 2012
Why the Moss Adams-Rowling Dold merger came apart despite looking picture-perfect on paper
Rigorous due diligence and good will count for a lot -- but not everything, as two ultimately mismatched RIAs were surprised to discover
May 31, 2012
Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm
In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator
May 3, 2012
An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
Apr 12, 2012
Dynasty is on the ground floor of a roll-up-like venture grabbing RIAs inside the largest accounting firms
Atlanta-based Method will parachute in to take over operational and management control of wealth managers providing advisory expertise their CPA-firm parents may lack
Apr 6, 2012
Myles Pritchard thought it was better in the Bahamas and Merrill Lynch didn't -- so he left for life with CONCERT Wealth Management
With half of his clients offshore, the LA advisor grew disenchanted with Merrill's lack of appetite for international business
Mar 21, 2012
AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on