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Articles tagged "NFP"


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Abby Salameh: We need to lift up the hood.

Abby Salameh joins LPL's largest branch office

John Hyland is hiring the veteran RIA business marketer after a long search

August 9, 2013 at 5:09 AM

Abby Salameh: I believed that advisors should ... give up their licenses if they wanted to be true to the cause.

What swayed me to the hybrid cause after an early indoctrination as a 'pure RIA' disciple

The notion that it's just a layover on the way to to a more exalted state of securities-license-dumping, fee-only purity should be reexamined

December 13, 2012 at 4:29 AM

Abby Salameh: There is an inherent gene that advisors must have in order to take that leap of faith and become independent.

How nature and nurture combine to encourage advisors to independence

You can lead a broker to an entrepreneurial opportunity, but the desire to take the plunge needs to come from deep within and maybe family experience

October 4, 2012 at 4:22 AM

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).

National Financial Partners buys longtime partner Fusion signaling a shift away from the 'roll-up' model

The New York-based agglomeration of financial businesses is looking to inject higher levels of intelligence, best practices and culture by bringing the services of Fusion in-house

July 18, 2012 at 4:01 AM

Jennifer Hatch: There's been cold feet all over the state.

Christopher Street Financial's president becomes the 'Talk of the Town'

The New Yorker magazine article capped a banner week for the head of an advisory practice that caters to the gay community

April 30, 2012 at 4:15 AM

James Poer: NFP Securities has undergone a vast evolution and now aims to serve a broader market.

With Schwab [and maybe Fidelity] as custody partners, NFP is positioned to make a run at the hybrid market

If NFP IndeSuite catches on, the success could make up for some struggles on the roll-up side of the business

March 19, 2010 at 2:36 PM

Jessica Bibliowicz: We acted quickly in a difficult environment. We are now a stronger and more seasoned company.

Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs

Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings

February 11, 2010 at 6:47 AM

Jessica Bibliowicz is taking big steps to keep her company out of the red

NFP found profitability but shed firms and office space last quarter

Big roll-up is using drastic measures to make ends meet

February 10, 2010 at 5:33 AM

Matt Brinker: It's a good time to be opportunistic

VC firm bets millions on wealth managers amid market fears

United Capital will use funds to quickly double in size

September 25, 2009 at 6:27 PM

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