RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Sterne Agee makes its RIA custody debut after customizing for Meg Green's $650-million RIA

It started as 25 people with notepads and Southern accents surrounding the Royal Alliance-using Miami--based advisor principals

Author Brooke Southall September 5, 2012 at 4:50 AM
1 Comment
no description available
Meg Green: If you ask a question, I'm going to answer.

Breakaway Stories

|

Women of Wealth Management


Elmer Rich III

Elmer Rich III

September 6, 2012 — 6:09 PM

Nice reporting job and good story. Our experience is that “bespoke” or truly customized custodial services are a growth market. Not easy to sell or service but a growing set of specialized markets driven by client’s needs becoming more diverse and complex.

One of the best ways for an advisory firm to truly stand out is to deliver truly different and better custodial services beyond the “Big Box” offerings.


Related Moves

April 2, 2024 at 1:28 AM

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with

March 20, 2024 at 1:25 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

Bill Crager is dropping CEO role after multiple shoes dropped; the company insists it was his 'decision' but vision, Yodlee future uncertain

The co-founder of the $5.3-trillion AUA outsourcer of software and investments was pressed to take the job under the most adverse circumstances, then second-guessed by stakeholders as he managed the cards he was dealt.

January 9, 2024 at 4:09 AM

See more related moves

Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

Envestnet Inc
TAMP
Top Executive: Jud Bergman



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.