Sep 21, 2015
After pocketing $5.2 million in 2014 comp as Ally Bank CEO, Barbara Yastine joins Lebenthal as Frank Campanale exits
Alexandra Lebenthal takes the co-CEO role of the wealth manager and she intends to woo more female advisors
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Steve Winks
11 articles
Articles tagged "Steve Winks"
Sep 2, 2015
Why BlackRock's purchase of FutureAdvisor for $152 million could be a deal of destiny
FutureAdvisor will nestle into BlackRock's risk management unit armed with iShares while Wealthfront and Schwab favor Vanguard ETFs
Apr 16, 2015
LPL reconsiders FSI as it drops out of its board, offers own DOL stand and hires own lobbyist
The giant IBD-custodian breaks from Financial Services Institute pack with pro-DOL statement as FSI posts more negative view on Labor Dept.'s 'fiduciary' definition
Apr 14, 2015
Jeff Zients and Tom Perez come out swinging for a new fiduciary era
The Obama administration is taking no guff from Wall Street this time
Mar 17, 2014
How Envestnet is taking its stranglehold on money-managers-to-IBD reps distribution to a much wider channel base of financial advisors
The Chicago-based giant will use standards, critical mass, manager relations, folio technology and a special MMI blessing to cut costs and hassles in a way that shift the cost paradigm
Feb 5, 2014
How an Alex. Brown spin-off grew to be a $46 billion RIA and how a Brown Brothers breakaway fits in to its plan for accelerated growth
The Baltimore-based firm, Brown Advisory, will invade Bank of America's hometown with an up-to-date investing approach and Old Money flavor
Jan 14, 2014
Why some pension experts believe CalPERs got 'nothing' out of paying Towers Watson $275,000 to define its 'beliefs'
The pension giant responds by saying that 'no specific deliverables' came out of the process
May 23, 2012
NAPFA's appointment of a new chairman could be a big deal for RIAs
Ron Rhoades spent the last year in obscurity but now he's "ready to take the gloves off"
Nov 18, 2011
Do 401(k) assets require all fiduciary care all the time?
Steve Winks and Mike DiCenso engage a in a back and forth with big ramifications
Oct 26, 2011
Why exactly Dave Loeper and a Smith Barney/E.F Hutton legend are teaming up
Leonard Reinhart has ideas about how to market the Richmond, Va.-based firm's patented technology - and alleviate strain