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Articles tagged "McGinness"

Adam Antonaides: It’s a compentency that broker-dealers are going to have to deliver.

First Allied, LPL aim to sell customized 401(k) plans for the small business market
Adam Antoniades sees 'giant asset-gathering mechanism' building from investments in ERISA talent

Wednesday 12.15.10
Richard Hart: We think it’s a really big deal.

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps
WealthCentral lures breakaways to FIWS and it may also work for National Financial

Friday 10.1.10
The new working relationship of Vere Reynolds-Hale and Matt McGinness was helped by trust and San Diego connections

Former LPL execs reunite to compete for big hybrid RIAs -- this time with a smaller IBD
Matt McGinness joins Reynolds-Hale at First Allied and the two men plan to move quickly to execute plans

Friday 6.18.10
Matthew McGinness: It would not be surprising to see the toll go up.

TD Ameritrade's raised its NTF fee to mutual funds and analysts believe rivals may hike theirs, too
Schwab and Fidelity have ample leverage with mutual funds to raise their toll, analysts say

Wednesday 4.14.10
James Surowiecki: Paradoxically, ignoring these people has turned out to be a great way of getting lots of customers.

James Surowiecki has lessons for RIAs about marketing's mushy middle
New Yorker writer warns against the amorphous marketing blob that GM and Dell succumbed to

Friday 4.2.10
Bernie Clark: We’ll continue to build the connectivity that will make it better

A giant is awakening in the hybrid RIA market
Schwab vows to spend big in 2010 and 2011 on better connections to IBDs

Thursday 1.14.10
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