News, Vision and Voice for
the Advisory Community
advertisement

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

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2015


    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Fred Reish: Participants will be able to sue for plans that were selected for inclusion in the plan more than six years ago but haven't been removed from the plan within the last six years.
93 shares
How 12(b)-1 fees and revenue sharing may be the real victims of Monday's 'narrow' Supreme Court ruling

Tom Dorsey specializes in point and figure charting, which was invented in the 1890s by Charles Henry Dow, founder of the Wall Street Journal and Dow Jones industrial average.
19 shares
Virtus bites bullets with F-Squared firing, Dorsey Wright hiring and an admission that it'll likely pay a $5-million-plus SEC settlement

Mike Alfred: The DC business isn't growing as fast. There aren't as many new plans and now there are assets leaving plans. So to me, this is a natural way to find more growth.
13 shares
What exactly to make of the big robo-advice deal that, according to Reuters, Financial Engines and Wells Fargo are nearing

Andy Putterman: They are likely unhappy.
10 shares
Gladstone commandeers the Four Seasons as Andy Putterman and Brian Hamburger command the buzz

Mike Foy: We call them self-directed. There's been blurring of the lines.
6 shares
JD Power crowns Schwab as tops for 'self-directed' investors for its ability to provide investors greater direction


Get the RIABiz Today
Email Alert »