Articles tagged "Luminous Capital"
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What I learned about E*TRADE, Bank of America, Google and the Bubble Lounge during pre-holiday conversations
Just because a wirehouse broker doesn't win the account doesn't mean that another advisor will
December 22, 2009 at 4:41 AM
RIAs join Focus Financial with their own acquisition plans
Making purchases is much less scary with a big roll-up at your side
December 16, 2009 at 9:47 PM
Goldman aims to make red carpet service for RIAs universal at Fidelity Investments
Boston investing giant is showering tip-top clients in service but it won't stop there, advisor exec says
November 24, 2009 at 6:14 AM
13 things to know about Bob McCann recruiting his old Merrill Lynch team to UBS
Move signals UBS executive's independence from his bosses back in Switzerland
November 10, 2009 at 10:11 PM
The number one obstacle to completing a clean breakaway from a wirehouse
Leading a double life is not for the faint of heart
October 5, 2009 at 7:50 AM
(Part 3 of 3-part series) Hou-Sear team makes house calls in five states
Clients embrace idea of new RIA with quick signings
September 30, 2009 at 5:19 AM
(Part 2 of 3-part series) Hou-Sear team can't always beat RIAs so it joins them
Why Hou-Sear turned down $60 million to start Luminous
September 28, 2009 at 5:57 AM
(Part 1 of 3-part series) Merrill Lynch stars take a leap of faith to a new office -- and independence.
Breakaway for $20 million producers begins with cell phone chat from empty office
September 24, 2009 at 5:03 AM
Coming Soon: Multi-Part Series on the Hou-Sear departure from Merrill Lynch
Intensity of breakaway was unprecedented, lawyers and custody execs say
