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First Allied

13 articles

Articles tagged "First Allied"

Matt McGinness long had the power of the pen and now has power, period.

Mar 11, 2014

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

Nicholas Schorsch: We don't want more product sales.

Feb 4, 2014

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

Nicholas S. Schorsch: We intend for RCAP to be the most important full-service financial services and securities distribution company in the industry.

Jan 17, 2014

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

Christopher Dean: Our view is that more assets are going to move out of the traditional brokerage channel.

Jan 2, 2013

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

James Minnick sees the promise of taking a trust company with a planning approach and giving it a national footprint.

Oct 10, 2012

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

Bob Belke says he sees opportunities for scale and efficiency.

Sep 2, 2011

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

Adam Antoniades: Becoming a free-standing company, with the financial support of a great partner in Lovell Minnick, will provide us with additional flexibility and resources to further accelerate our growth.

Aug 22, 2011

Private equity firm acquires First Allied

Lovell Minnick buys the San Diego IBD from Advanced Equities

Keith Mistretta: I didn’t like what I was seeing.

Apr 13, 2011

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

Yanni Bousnakis is a prize catch for First Allied.

Mar 31, 2011

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

Adam Antonaides: It’s a compentency that broker-dealers are going to have to deliver.

Dec 15, 2010

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

Richard Hart: We think it’s a really big deal.

Oct 1, 2010

(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

The new working relationship of Vere Reynolds-Hale and Matt McGinness was helped by trust and San Diego connections

Jun 18, 2010

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

Matt Lynch: Moving account to Pershing after it

Aug 10, 2009

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

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First Allied

Articles tagged "First Allied"

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

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

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

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

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

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

Private equity firm acquires First Allied

First Allied builds a bridge to potential Securities America defectors

First Allied pushes the advisory envelope with hire of LPL executive

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

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

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

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

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