 | The killer cheat sheet of just where RIA clients stand after the near-cliff experience | Friday 1.4.13 |
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How women are building the RIA business.
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Cambridge Investment Research, Inc.
Dynasty Financial Partners
Cambridge Investment Research, Inc.
Cambridge is an independent broker-dealer that offers a hybrid model to RIAs. If a rep-advisor wants to provide both fee and commission services to their clients they may do so through Cambridge. Cambridge offers many choices among multiple trading platforms, investment programs, and customized fee schedules—far more than any ...
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Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad futureRead 
Which three of DOL's new 401(k) rules represent the biggest land mines for financial advisors and plan sponsorsRead 
Ryan Shanks and Ned Van Riper eHarmonize big-fee broker recruiting Read 
Rough markets cull the advisory herd but in a healthy way, new Cerulli data shows 
Dynasty Financial Partners
Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. We offer a comprehensive open-architecture platform which comprises the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity.
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Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smartsRead 
A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versaRead 
As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million dealRead 
Merrill Lynch team breaks away from Bank of America (yes, ironically) to get better access to bankers
Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its spaceRead 
Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab templateRead 
How U.S. Bank appeared on the scene as an RIA custodian and where it might find loveEnter 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.
