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Articles tagged "Argos"


Gary Gallagher: By no means do we consider this watered-down alternatives in any way. We think it's the most comprehensive of all of the custodians in business today.

Fidelity teams with Goldman Sachs as part of big push into alternative investments on behalf of RIAs
The Boston giant's resolute move is a 'blue-ocean' strategy that may give it an edge with advisors looking for a one-stop, one-statement approach to AI management

Friday 11.1.13
Maria Elena Lagomasino: The road to hell is paved with good intentions.

One special GenSpring spin-away (the old chief's new venture) is thriving as a $1.6-billion RIA and using a retrofitted stock broker's trick
Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis

Sunday 7.7.13
Sources say that Maria Elena Lagomasino made a last-ditch effort to buy GenSpring.

How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring
A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say

Thursday 10.18.12
Richard Smith: Callan gave me an ultimatum.

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan
CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

Thursday 8.9.12
Jonathan Bergman: It creates a beautiful intellectual challenge, and that's what gets me fired up.

A $6-billion multifamily office highlights its home-cooking approach to picking boutique managers with a star hire
TAG Associates, founded to manage big assets of a Warner Communications billionaire in 1983, is growing locomotive style by eschewing most outsourcing

Sunday 8.5.12
Mark Tibergien: We are managing risk. That is what B-to-B firms do.

Pershing is working to create a better alternative assets experience
The Jersey City RIA custodian believes a defined list of criteria gives it an edge

Monday 3.8.10

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Most Emailed Stories »

RIAs got their first direct splash of Gross's eccentric behavior at Morningstar's Investors Conference in June.
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The real Bill Gross story with big help from the Wall Street Journal's reporting (Hint: The signs were there)

Adam Nash [with AndyRachlieff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.
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Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings

Kyle Ryan:  Everyone looks at headlines and says they're small and everyone was small once.
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Stephen Brown writes: We advise several CEO's and CFO's of Fortune 500 companies, as well as some professional sports teams.
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How Merrill Lynch's divorce of its own $2.5-billion team shows just how fed up the wirehouse is with RIA-bound breakaways

Cup holders, like robo-capability, matter whether or not they should.
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How the new RIA competition is akin to the cup-holder dilemma for automakers


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