Apr 15, 2015
Envestnet gets Matt McGinness as it launches an advisor consulting division
The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion
Person
Kelli Cruz
15 articles
Articles tagged "Kelli Cruz"
Apr 9, 2015
Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals
What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients
Jan 12, 2015
The giant raise RIA folk got in 2014 and the threat it poses in 2015
The 20% jump means money in the pocket and a rather frightening overhead scenario
Jul 16, 2014
In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab
Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies
Mar 10, 2014
Is Merrill Lynch taking its more RIA-like training program another step forward with Racquel Oden's promotion?
The new head of training breaks stereotypes and may break new ground for the industry -- or not
Feb 25, 2014
How the founder, CEO of a $4-billion RIA survived a brutal bike accident and kept his firm rolling
First Brodie Cobb needed a saw to reset bones, now he's sawing apart silos to make Presidio Group function as a unified team
Nov 14, 2013
Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention
Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk
Jul 18, 2013
Jim Pavia departs InvestmentNews and gets picked up by CNBC as part of its high-dollar hiring spree aimed at attracting advisors to its consumer-based website
The print-to-online maelstrom in trade media is hitting storm force; AdvisorOne changes its name to ThinkAdvisor
May 2, 2013
RIAs who trade very much seek to know more at a mile-high NAAIM Conference
The 24-year-old group makes its first dedicated market hire and continues to demand respect
Feb 28, 2013
This RIA recruited the Morgan Stanley manager who almost recruited him ...
... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor
Jan 24, 2013
Philip Palaveev will help oversee effort to solve big IN-Moss Adams comp study problem -- a survey that can take a day to complete
With Kelli Cruz out the door, the ex-Moss Adams star is stepping in with plans to get the survey down to a one-hour task
Jan 16, 2013
Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture
The departures mark some big changes at IN away from consulting to advisors
May 9, 2012
DFA engages former Moss Adams analyst as it pilots its intel deeper into RIA space
The Austin, Texas-based firm is bringing on Jeff Pierce as part of its initiative to build its own in-house research arm
Oct 14, 2011
Competing studies from FA Insight and IN/Moss Adams agree on one thing: RIAs face a picked-over market of client prospects
Slow growth is getting slower, firms are adding an employee and costs of RIA help are skyrocketing