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Articles tagged "Fusion"


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Dan Cronin: We’ve only been in these roles for a few months and the word has gotten out to wirehouses.

TruClarity -- a 'Dynasty-lite' -come-lately with a Y Combinator-type twist -- hires Dan Cronin and fellow Fidelity alum Shad Besikof to show its true growth intentions

Backed by a Tampa family office that's served as 'incubator' to local firms for 30 years, the slow-starting outsourcer with nearly $1 billion in RIA assets is gearing up to compete with Dynasty and HighTower

September 28, 2017 at 8:07 PM

Leo Kelly: As HighTower grows, it has an agenda and a business strategy of its own and we have an agenda and a business strategy of our own

HighTower loses two teams comprising 33 people and $3 billion of assets over July 4th weekend, declines comment, then issues a 'smashing' press release

The teams, led by Leo Kelly in Maryland and Joel Guth in Ohio, say the Chicago roll-up 'has its own agenda' but that it served as a good stepping stone to becoming fully independent RIAs

July 7, 2017 at 9:16 PM

Abby Salameh: I believed that advisors should ... give up their licenses if they wanted to be true to the cause.

What swayed me to the hybrid cause after an early indoctrination as a 'pure RIA' disciple

The notion that it's just a layover on the way to to a more exalted state of securities-license-dumping, fee-only purity should be reexamined

December 13, 2012 at 4:29 AM

Abby Salameh: There is an inherent gene that advisors must have in order to take that leap of faith and become independent.

How nature and nurture combine to encourage advisors to independence

You can lead a broker to an entrepreneurial opportunity, but the desire to take the plunge needs to come from deep within and maybe family experience

October 4, 2012 at 4:22 AM

New York not the center of the RIA world? Fuhgeddaboudit!

Why the slow-evolving metro New York area is still on course to be the capital of the RIA business

The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco

August 8, 2012 at 4:02 AM

Abby Salameh: You want to answer that e-mail immediately, return that phone call ASAP and respond to that text message the minute it comes in on your phone.

The art of breathing: How to handle the overwhelm of being a financial advisor in 2012

First we need to understand the principle of diminishing personal returns -- and then be willing to take counterintuitive steps

May 25, 2012 at 4:51 AM

Abby Salameh: Joe was seriously stressed-out.

5 ways for stressed-out advisors to build a more efficient practice

Delegate, streamline, lean on your CRM, leverage resources, go mobile or tap the untried talents of your receptionist -- all ways to do more of what you love to do

May 4, 2012 at 2:22 AM

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