Articles tagged "First Allied"


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Adam Antoniades names Matt McGinness as his replacement as CEO of First Allied's $4-billion RIA-TAMP to launch new business line

Long an RIA researcher at Cerulli and LPL, McGinness makes a big leap to turn the company's internal corporate RIA into an outward-facing TAMP

March 11, 2014 — 1:23 AM UTC

Nicholas Schorsch explains why buying Cetera makes him a white-hat magnate in a black-hat world

The RCS chairman says the whole purpose of buying IBDs is to diversify away from product sales

February 4, 2014 — 3:00 PM UTC

What the Cetera takeover means and why the non-RIA, product-through-the-pipe direction in the hands of a hard-hitter is an eyebrow raiser

Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales

January 17, 2014 — 8:41 PM UTC

The 19 ways private equity has juiced up the RIA business and how it's working out

RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

January 2, 2013 — 5:40 PM UTC

Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan

Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential

October 10, 2012 — 3:39 AM UTC

Why exactly private equity firms are dumping money into IBDs at a time when many are going bust

Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios

September 2, 2011 — 1:51 AM UTC

Private equity firm acquires First Allied

Lovell Minnick buys the San Diego IBD from Advanced Equities

August 22, 2011 — 2:56 PM UTC

First Allied builds a bridge to potential Securities America defectors

San Diego IBD hires a talent in the Northeast from the embattled Omaha-based IBD

April 13, 2011 — 2:54 PM UTC

First Allied pushes the advisory envelope with hire of LPL executive

Yanni Bousnakis will help Matt McGinness fashion a way for advisors to manage on a discretionary basis at the IBD

March 31, 2011 — 2:14 PM UTC

First Allied, LPL aim to sell customized 401(k) plans for the small business market

Adam Antoniades sees 'giant asset-gathering mechanism' building from investments in ERISA talent

December 15, 2010 — 2:53 PM UTC

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps

WealthCentral lures breakaways to FIWS and it may also work for National Financial

October 1, 2010 — 4:09 AM UTC

Former LPL execs reunite to compete for big hybrid RIAs -- this time with a smaller IBD

Matt McGinness joins Reynolds-Hale at First Allied and the two men plan to move quickly to execute plans

June 18, 2010 — 5:19 AM UTC

Two Broker-dealers pick Pershing for hybrid tech after HybridOne comparison [part two of three in a series]

Capital Analysts and First Allied see true melding of hybrid assets at Pershing

August 10, 2009 — 6:01 AM UTC
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