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Articles tagged "FirstPoint"


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Marty Bicknell: This is a great solution for us long term.

Marty Bicknell suddenly has a giant LPL Financial (and mass affluent) future, just as David Canter leaves Fidelity, an executive he tried to forge a future with for mass market advice

By adding the $26-billion AUA 'hybrid' in Sacramento to his $60-billion RIA-classic, the Kansas CEO has a near $90-billion advice empire with Fidelity, Schwab and LPL vying for his patronage.

July 22, 2022 at 2:38 PM

Marty Bicknell: I don't consider this to be an afterthought.

Marty Bicknell jumps into the mass market with no 'robo-advisors' and a missionary zeal

After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap

October 4, 2013 at 3:25 PM

Brad Griswold: Many of the changes were beneficial to the [LPL] advisors as a whole, but did not offer as much value to our practice.

Why an 18-year LPL rep moved most of his firm's $250 million of assets to Schwab

Brad Griswold had a fondness for Schwab from using PortfolioCenter and is determined to remove all obstacles to growth, profitability and offering choice to clients

April 4, 2012 at 3:08 PM

William Hamm: We have an enticing story.

Amping up recruiting efforts, giant LPL firm grew its revenue by 300% in 2011

Independent Financial Partners has gotten so big that it's taking a bite out of LPL's business -- and LPL doesn't seem to mind

March 2, 2012 at 4:24 PM

Chip Roame: They can offer a traditional payout of 40% or so and pay for personnel, rent, technolog or they can pay a higher payout.

Wirehouses will create their own independent models, Tiburon report says

WIll 2012 be the year that wirehouse 'halfway houses' catch fire?

January 19, 2012 at 6:28 AM

Scott Curtis: Going over to the independent contractor model is kind of like going back to where I started.

With Dick Averitt retiring, Raymond James taps a star from within to take on LPL

Scott Curtis' background includes GE Financial, Raymond James and life as the son of a Dartmouth coach

December 8, 2011 at 6:13 AM

David Darnell spent time today letting Merrill Lynch brokers know that he's a banker sympathetic to generous brokerage compensation.

David Darnell tells Merrill Lynch advisors he won't mess with their pay

But recruiters say all comp factors don't necessarily show up on the official payout grid

September 8, 2011 at 3:07 PM

Scott Collins: I felt there was a better way. I had one [platform] I could sell. It was like an advisor showing one mutual fund.

Two former LPL execs set up a breakaway boutique that works with Raymond James and Schwab, among others

Flush with IPO cash, Scott Collins and Scott Miller were determined to have open-recruiting architecture and more counseling

July 29, 2011 at 2:29 PM

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