News, Vision & Voice for the Advisory Community
Person
11 articles
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.
Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs
Her former employer characterizes the move as a 'personal decision'
Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country
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
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
Advisors gain from referrals, but hate asking for them
Smaller custodian is starting to make a habit of 'going big'
Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by