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National Financial Partners

6 articles

Articles tagged "National Financial Partners"

Adam Birenbaum: Each and every partner firm that has joined Focus has gone in with eyes wide open.

Aug 30, 2016

Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO

RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own

Roger Hewins: What the heck are they doing for clients to earn this?

Apr 19, 2013

Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds

Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements

Aite Group's Alois Pirker (center) moderated a conversation on the joys of independence -- and interdependence

Mar 4, 2013

Fidelity goes to the Wall Street Ritz-Carlton with five partner firms and preaches going independent more dependently

The takeaway at this hybrid mini-summit: Yes you can -- but probably not without some serious backup

Jessica Bibliowicz: We don't have to own everybody.

Sep 11, 2012

Once Exhibit A that roll-ups are a flop, NFP is emerging as a stingy, strategic player

Under outgoing CEO Jessica Bibliowicz, the bruised but fast-growing New York aggregator no longer resembles its insurance-dependent 2008 self

Philip Palaveev: If it meant leaving Fusion behind, God knows what decision I would have made.

Sep 7, 2012

Philip Palaveev hangs out his shingle with a new consulting model for RIAs and a money-back guarantee

The former Moss Adams star will still serve the Fusion constituency but The Ensemble Practice LLC will let him spread his wings, too

Stuart Silverman: We're not saying: 'Let's take the culture for 250 (the existing Fusion advisors) and bring it to (all) 1,400 (NFP reps firms).

Jul 18, 2012