Articles tagged "Quantuvis Consulting"
Cheryl Bicknell drops the largest on-stage news bomb, and Dan Seivert's revenge event in sparkling San Diego got a WTH explanation for those 20-times multiples
The Mariner Wealth COO says her Kansas company will spike headcount 400% in a 'few' years, fitting the Dealmakers confab mission to explain the inexplicably soaring RIA deal volumes, runaway valuations, and a future where it's only expected to accelerate.
September 7, 2022 at 1:41 AM
Stephanie Bogan leaves United Capital for Costa Rica
Her former employer characterizes the move as a 'personal decision'
August 22, 2014 at 3:08 AM
Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock'
The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing
September 13, 2012 at 4:55 AM
What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel
The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good