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The Leading Indicator: Breakaway lawyers turn the tables and invite RIA providers to their own conference

The business plan and the breakaway plan of RIA service providers are starting to look the same

Author Frank Pizzichillo, Columnist May 20, 2010 at 4:49 AM
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While executives from Goldman Sachs raised their right hands before Congress and attempted to artfully wordsmith their way out of selling “crap” to their customers, those that represent a better way of doing business gathered in Las Vegas.


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Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 at 2:02 AM


Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Hamburger Law Firm
Legal Services for RIAs
Top Executive: Brian Hamburger

Brinker Capital
Asset Manager for RIAs
Top Executive: Eric Clarke, CEO



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