Articles tagged "Finetooth Consulting"
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In the wake of an unusual HR event, Cetera is seeking its new Barnaby Grist
Donald Marron has worked to bring class to the IBD business ands Grist captured that in human form
April 8, 2013 at 4:14 AM
How one IBD rep just zoomed to $1 billion AUM -- on his way to $2 billion -- but remains impervious to calls from RIA custodians
Tom Bartholomew says that his pull with Commonwealth gives him more time with clients and extra-responsive service
March 27, 2013 at 4:16 AM
Raymond James launches 'phenomenal' RIA-like pay structure to the $100 million set
The custodian hopes its keep-all-the-gravy pay scheme will keep its own advisors from defecting and win would-be RIAs
March 19, 2013 at 7:52 PM
Riskalyze debuts website featuring 'worst' wirehouse portfolios to shock and attract clients
Horror stories abound -- like the 82-year-old widow who has 15% of her holdings in Apple stock and 9% in Facebook
February 15, 2013 at 6:14 AM
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
November 28, 2012 at 4:44 AM
Merrill Lynch makes bold moves to train new recruits for an RIA-centric future
The rethought training program suits up new advisors -- many of them career changers -- for independence as well as for the wirehouse path
November 21, 2012 at 4:35 PM
Commonwealth racks up a $100 million LPL team by using its broker-dealer's greater size against it
The Waltham, Mass.--based IBD believes this is LPL's soft underbelly because small-and -familial is why many advisors joined the old Linsco/Private Ledger from wirehouses in the first place
August 9, 2012 at 5:50 AM
Press report: AIG pays in the ballpark of $115 million -- or $82,000 per rep -- for Woodbury
The low price-per-rep may reflect the fact that few of Woodbury's advisors are high-end producers with sophisticated clients, one analyst says
August 1, 2012 at 4:22 AM
Walt Bettinger explains to Wall Street why some prospects are balking at investing in Schwab franchises
The Schwab CEO tells listeners of the interim update that the $10 million asset-gathering quota is a psychological hurdle -- but one that can be overcome
April 27, 2012 at 3:01 PM
Securities America shifts back on offense as it wins a $350 million advisory firm from Investment Centers of America
After weathering scandal and sale, the Omaha, Neb. firm has signed on Great Plains Financial, a hybrid advisory with an eye toward growth
February 24, 2012 at 4:24 PM
Early adopters of social media, RIAs are growing disenchanted with its power to drum up new business
Advisors must become better marketers before they can optimize social media, experts say
December 29, 2011 at 4:08 PM
And they're off! Schwab opens the doors to its first independent franchise ... in New Hampshire
Ex-wirehouse advisor and teacher Mary Murphy puts her toe in the water, perhaps leading the way
December 14, 2011 at 11:55 AM
Ryan Shanks and Ned Van Riper eHarmonize big-fee broker recruiting
JoinAFirm.com is expected to give independent firms more play by offering more options and keeping it casual
