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FirstPoint Partners, LLC
Argentus Partners, LLC
FirstPoint Partners, LLC
FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. We use a consultative approach when helping advisors select from the myriad of options available to them.
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How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giantRead 
Wielding its Texas six-shooter, TD Ameritrade wins a $500-million rep in the Dallas area from LPLRead 
Veteran recruiter effects a reverse breakaway of his own, moving to a more captive, more compensated life at TD AmeritradeRead 
LPL reaches hard-won agreement to rein in bonuses to big advisors that had proved to be overly generous
Argentus Partners, LLC
Discover the Argentus difference:
-The Entrepreneurial Instinct to deliver what matters most to our advisors…the financial rewards of independence.
-The Commitment to outperform your expectations…with unsurpassed white glove service.
-The Ingenuity to harness leading-edge technology that simplifies back-office operations…freeing your time to focus on client development.
-The ...
5 questions advisors must prepare to answer to remain relevant Read 
RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisorsRead 
Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal Read 
Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unitRead 
At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA modelEnter 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.
