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FirstPoint Partners, LLC
Total Rebalance Expert
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
Total Rebalance Expert
Total Rebalance Expert is the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management. TRX is revolutionizing the way advisors do business by automating the rebalancing process through advanced technology.
TRX is easy to implement and user ...
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Veres and Bruckenstein lure big RIAs to Denver to discuss getting even biggerRead 
How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance ExpertRead 
Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplaceRead 
AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments
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.
