Articles tagged "Fortigent"
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What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer
With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged
October 8, 2012 at 5:32 AM
LPL Financial finds a starting place to bring Fortigent into its mainstream mix
The big broker-dealer will leverage the acquired firm's alternative-investments research and portfolio management with a new offering
September 26, 2012 at 3:29 AM
Two top Fortigent talents leave in the same week as industry-watchers ask: Was it them or was it LPL?
The LPL-owned investments outsourcer may not replace CIO Nathan Sonnenberg and alternative investments director Robert Mileff
August 30, 2012 at 4:59 AM
LPL kicks off FOCUS 2012 talking about service for UHNW investors
The big broker-dealer also talks about big 401(k) plans and offers a couple of details about Fortigent
August 22, 2012 at 4:49 PM
Advizent makes Jack Bogle its standards czar, a no-pay, no-conflict position
The RIA brand will depend on a gold standard of rules and audits
July 31, 2012 at 11:30 AM
How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market
Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices
June 25, 2012 at 4:55 AM
After outcry, Betterment 86's (but not on purpose) a blog post inflaming advisors
BrightScope and Josh Brown lead charge against up-and-coming web-based investment management companies for their bad-itude against advisors
May 4, 2012 at 4:37 AM
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
May 3, 2012 at 5:21 AM
Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative
The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'
April 5, 2012 at 4:40 PM
The top 10 people to watch in the RIA business in 2012, Part 2
Keeping an eye on those gaining the most ground in the fleet-footed RIA industry
March 13, 2012 at 4:18 AM
LPL sees bright spots amid sideways 4Q earnings report
The firm is buoyed by increase in advisors, a perceived edge in the 401(k) segment and interest generated by the Fortigent deal
February 8, 2012 at 5:36 AM
Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women
Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA
January 20, 2012 at 5:14 AM
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
LPL makes big advance into the RIA business with Fortigent acquisition
The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors
January 3, 2012 at 8:34 PM
LPL and Fortigent may be cooking up a merger, sources say
A strategic alliance could give LPL access to VIP RIAs and make Fortigent's highly customized offerings more profitable
