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Articles tagged "U.S. Executive Search"


Racquel Oden is tasked with RIA-ifying the training program and infusing new blood into the starchy Merrill advisor force.

Is Merrill Lynch taking its more RIA-like training program another step forward with Racquel Oden's promotion?
The new head of training breaks stereotypes and may break new ground for the industry -- or not

Monday 3.10.14
Rajeev Sharan: I function as a market ‘shock absorber’ for clients.

Two 'super RIAs' -- Aspiriant and Salient -- hire risk officers in a sign of what clients value post-2008-'09, post-Madoff
In the post-Madoff era, explicit downside is becoming more important -- and lets Aspiriant justify its $7,500 planning fee better

Sunday 11.24.13
Cecile Munoz: Trying to be like a man diminishes our natural advantages.

Top RIA business executive recruiter chides 180 women gathered in a New York ballroom for second-guessing themselves
The make-no-excuses female headhunter, Cecile Munoz, says men claim the power after women 'self-select out'

Thursday 6.20.13
Kent Smetters: One of the pain points of a TAMP is that it takes so long to put together a plan.

LPL Financial rolls up an unusual RIA to use as a cornerstone of its TAMP-like mass-market venture
The big broker-dealer is buying Veritat Advisors, renaming it NestWise, and using a Wharton professor's technology to crack the case of managing multi-hundred-client practices

Tuesday 7.10.12
Iconiq's San Francisco offices are little more than a receptionist's desk and a row of trading screens -- but it's more than enough to manage the assets of Facebook's billionaires.

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

Friday 5.18.12
Jeffrey Carney has no shortage of admirers who think he'll make Schwab's branches much more effective.

Without much ado, Schwab is set to put ex-Fidelity star in charge of its branch system
Jeffrey Carney will get back to his retail roots and could give a needed charge to the San Francisco broker's direct-sale efforts

Wednesday 3.14.12
Joan Khoury: We have flexibility of delivering advice to a broader range of investors.

LPL lures top execs away from Merrill Lynch, MSSB
Such defections from the wirehouse world to the IBD arena would not have happened even 10 years ago, recruiters say

Monday 3.5.12
Valerie Brown says that the deal cements Cetera's message about scale and diverse capabilities.

What the Cetera-Genworth IBD deal says about where these companies are headed
Cetera starts looking more like an IPO candidate and Genworth shucks a distraction from its asset-magnet TAMP

Thursday 1.12.12

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