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Articles tagged "Stephanie Bogan"


Stephanie Bogan is getting a break from airless rooms and fluorescent lighting.

Stephanie Bogan leaves United Capital for Costa Rica
Her former employer characterizes the move as a 'personal decision'

Friday 8.22.14
Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.

In calculated gamble, United Capital begins to build, not buy, growth in major cities
Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program

Friday 8.22.14
Dan Sievert and Greg Friedman, who noted:I am basically the poster child for every problem in our industry.

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

Thursday 5.30.13
Joe Duran: We really think our next wave of growth will be to open offices around the country with our retail brand.

United Capital's Joe Duran throttles back on deals as he opens an RIA version of Hamburger University
Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country

Wednesday 11.28.12
Gail Graham: I want to make a legacy.

Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock'
The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing

Thursday 9.13.12
Stephanie Bogan: There comes a natural point at which we want to use those skills on a larger playing field.

Stephanie Bogan: Put me in, I'm ready to play
The CEO of Quantuvis is leaving the Genworth unit and actively seeks an executive position with a yet-to-be-determined hot RIA venture -- after a Caribbean sabbatical

Wednesday 4.25.12
David Canter: This lets advisors in a really targeted way identify high net worth individuals that they wish to pursue as prospects.

Fidelity launches gigantic referral database to give advisors a shortcut to wealthy prospects
Advisors gain from referrals, but hate asking for them

Friday 3.4.11
Paul Zettl: We target around 100 advisors because we want to keep it intimate and allow advisors to ask questions and network.

TD Ameritrade is pulling out the stops for 100 advisors in Laguna Beach
Smaller custodian is starting to make a habit of 'going big'

Thursday 4.29.10
Steve Bono: A number of friends and acquaintances have asked me about Constellation

Constellation Wealth Advisors nabs a major rainmaker
Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice

Tuesday 3.9.10

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Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.
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After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
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 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
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ETF.com's Dave Nadig [l.] warned that unchecked growth could exacerbate liquidity issues in the high-yield bond market.
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An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict

Richard Ketchum professed support for a fiduciary standard,then, in the same speech, opposed the DOL's proposed rule-making, calling it 'problematic.'
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Tick, tick, tick ... FINRA rewrites 'culture,' 'conflicts of interest' and 'ethics' into a farcical 'best interests' code after DOL drops a bomb on its suitability ethos


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