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Articles tagged "Jeff Roush"


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
Scott Dell'Orfano: I have seen 3,000 advisory firms, and you get a sense of firms that are set up for success and others who are struggling.

How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity
The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.

Tuesday 6.25.13
Cammie Doder: We want to be super-responsive and empathetic that our industry and our space can be very confusing.

Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

Friday 5.31.13
Bo Dong: We actually are helping Advent, not so much taking business away. Otherwise, you probably would have jumped.

How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host
WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

Thursday 4.4.13
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
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
David Lincoln: Many of these family offices used to be content with slow growth, but now they find that they need to demonstrate vibrant to attract top talent.

Smelling blood on Wall Street, genteel family offices are using the 'S' word, study shows
A sales culture is being driven by competitve pressures and opportunities for fresh assets that are too tempting to pass up

Tuesday 10.4.11
Leigh Faber will consult advisors and family offices in how to serve the ultra-affluent more effectively.

Family Office Exchange is betting that RIAs and the ultra-affluent can't get enough of each other
FOX sees niche as big RIAs fill fiduciary void, banks lose their hegemony and the economy mints more ultra-affluent investors

Tuesday 5.31.11
Mark Tibergien: We will need an additional 9,000 advisors over the next five years just to keep up with the demand and growth.

Eavesdropping on the Moss Adams workshop: How big and broadly owned your firm should be
A study shows some myth-busting common denominators among successful firms

Monday 11.22.10
George Keith: People know it’s tough out there so productivity has skyrocketed. Before, people were in at 9:30 and out at 4:30.

RIAs are rushing to take advantage of a fire sale on talent
Putting great people and the RIA business model together holds tremendous promise, analysts say

Thursday 7.15.10

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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.
102 shares
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.
30 shares
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.
18 shares
The steps Personal Capital is taking to win bigger accounts after a year of 100% growth and 95% of them small fish

Stephen Brown writes: We advise several CEO's and CFO's of Fortune 500 companies, as well as some professional sports teams.
14 shares
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.
10 shares
How the new RIA competition is akin to the cup-holder dilemma for automakers


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