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Articles tagged "Quantuvis"


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Stephanie Bogan: There comes a natural point at which we want to use those skills on a larger playing field.

Stephanie Bogan: Put me in, I'm ready to play

The CEO of Quantuvis is leaving the Genworth unit and actively seeks an executive position with a yet-to-be-determined hot RIA venture -- after a Caribbean sabbatical

April 25, 2012 at 12:01 AM

Larry Sinsimer says advisors lose out by failing to put a retirement plan in writing.

Fidelity sees potential 401(k) rollover magnet for RIAs: retirement income plans

Clients receiving the extra level of planning refer and consolidate assets to their advisors, study shows

June 20, 2011 at 3:02 PM

Scott Dell'Orfano: Two years ago, advisors were all about calming clients down.

What a slew of recent RIA surveys say about the firms' hunger for growth

Firms are ready to hire and recruit investors but they're aware that pitfalls abound

June 16, 2011 at 2:33 PM

Fidelity's Sanjiv Mirchandani sees a gray industry. Unless  younger advisors are recruited, he said, Gen Y clients will be under-served.

Fidelity's big advisor survey: Independent channel seen as most profitable after banner years for firm-switching

More clients come along for the ride; compliance fears keep some advisors from going independent; meanwhile, many refocus on top clients

April 7, 2011 at 1:58 PM

David Canter: This lets advisors in a really targeted way identify high net worth individuals that they wish to pursue as prospects.
March 4, 2011 at 3:30 PM

Paul Zettl: We target around 100 advisors because we want to keep it intimate and allow advisors to ask questions and network.

TD Ameritrade is pulling out the stops for 100 advisors in Laguna Beach

Smaller custodian is starting to make a habit of 'going big'

April 29, 2010 at 6:25 AM

Suzanne Siracuse: It diversifies us.

InvestmentNews shows it means business in the consulting business

The news giant snags a Schwab employee and looks to expand its mission

March 29, 2010 at 5:37 AM

Steve Bono: A number of friends and acquaintances have asked me about Constellation

Constellation Wealth Advisors nabs a major rainmaker

Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice

March 9, 2010 at 5:57 AM

James Carney: There's little pushback from clients on the idea of fees on held-away assets

Nearly half of advisors now charge clients to manage held-away assets

Shift in billing protocol solves problems for advisors and the clients

February 18, 2010 at 5:19 AM

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