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Person
8 articles
Sydney, Australia's AMP invests 'tens of millions' in the firm but not to pay off existing PE partners whose stakes stayed static
The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot
Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs
The $10.5-billion RIA spent millions of technology but client habits may delay use of the electronic version
Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program
Personal Capital and Motif presented and United Capital was there in force
The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns
The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing
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