News, Vision & Voice for the Advisory Community
Tag
10 articles
SignatureFD just says no to hybrids, applies a family office approach and sticks around the Atlanta area -- for now
With new talent from Bessemer, HSBC, the SEC and -- of course -- GenSpring, W.E. Family offices is betting that putting the client back in charge is really the way to go
Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender
Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis
Octagon has 800 employees, Michael Phelps and the like as clients but it wealth management arm is not so major league, yet
Miller/Russell of Phoenix is partially owned by a client and plans to enlist custodians to finance junior advisors in their quest for partnership
A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say
Miller/Russell formerly sold to a bank and so did its new CEO, Mark Feldman; GenSpring and Western Alliance were pretty good partners but it was still a pretty rough experience for the advisors
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by