RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "SG Select"


Headline

Publish date


Marty Bicknell: I don't consider this to be an afterthought.

Marty Bicknell jumps into the mass market with no 'robo-advisors' and a missionary zeal

After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap

October 4, 2013 at 3:25 PM

Rich Steinberg: We're essentially hiring ourselves.

A big Schwab RIA in Florida launches a mass-market venture with Placemark and Schwab as the key pieces

Rich Steinberg is using, in effect, his own RIA as the manager to clients of a startup RIA, outsourcing the technology and counting on Schwab referrals

October 1, 2012 at 4:33 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo