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FirstPoint Partners, LLC
Equity Advisor Solutions
FirstPoint Partners, LLC
FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. We use a consultative approach when helping advisors select from the myriad of options available to them.
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How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giantRead 
Wielding its Texas six-shooter, TD Ameritrade wins a $500-million rep in the Dallas area from LPLRead 
Veteran recruiter effects a reverse breakaway of his own, moving to a more captive, more compensated life at TD AmeritradeRead 
LPL reaches hard-won agreement to rein in bonuses to big advisors that had proved to be overly generous
Equity Advisor Solutions
Equity provides complete custody* and back-office solutions to advisors of all asset sizes. With flexible investment options, advisors can hold all of their client assets (such as mutual funds, equities, ETFs, precious metals, REITs, hedge funds, limited partnerships, real estate and additional alternative investments) through one custodial platform. Equity offers ...
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5 questions advisors must prepare to answer to remain relevant Read 
RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisorsRead 
Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal Read 
Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unitRead 
At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA modelEnter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
