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FirstPoint Partners, LLC
Recruiter, Consulting Firm
RIA Contact: Scott Miller

Argentus Partners, LLC
Trading/Rebalancing, TAMP, RIA Welcoming Breakaways, RIA Serving Other RIAs, Portfolio Management System, Outsourcer, Asset Manager for RIAs, Account Aggregator
RIA Contact: Susanna Joiner

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5 questions advisors must prepare to answer to remain relevant Read
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RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors Read
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Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit Read
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At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model

	Title	Date Published
	With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthy Joe Piazza is taking the once-premium San Francisco investment banking brand and combining with Fortigent to lure brokers to a hybrid platform	Tuesday 3.12.13
	How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk	Monday 2.18.13
	How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden -- and my cabbie -- caught my attention at MarketCounsel Summit Tussles over scale, branding and professional service played out vividly in Vegas	Friday 9.28.12
	Ron Carson launches roll-up/TAMP-like venture with Envestnet, TD Ameritrade and Advizent as puzzle pieces The biggest of LPL's affiliates shows a walk-before-run approach to inorganic growth	Monday 9.24.12
	The two dramatic moments everyone was buzzing about at the MarketCounsel conference Elliot Weissbluth, Knut Rostad, Charles Goldman and Joe Duran helped show us why thought leadership begins when sparks fly	Tuesday 9.18.12
	John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline	Monday 4.30.12
	What went down at Barron's Top Independent Advisors Summit in the Arizona desert Many of the biggest and best RIA stars showed up and put Bernie Clark, Mike Durbin, Tom Nally, Mark Tibergien, Bill Dwyer, Charles Goldman and Barnaby Grist in one room	Monday 3.26.12
	The top 10 people to watch in the RIA business in 2012, Part 1 Forces changing the trajectory of the RIA movement	Monday 3.12.12
	LPL's biggest advisor rallies his proteges Nebraska style Ron Carson brings his Peak members to his home base of Omaha and surprises them with a famous, and local, coach	Friday 10.14.11
	Six important things I learned about LPL at its focus11 conference in Chicago Amid market madness, LPL announced that it had a rollover plan, gave its blessing to advisors starting their own RIAs and much more.	Wednesday 8.10.11
	Ron Carson quickly sees benefits of converting his practice to an RIA Positive client feedback centers around faster flow of information under new compliance arrangement	Wednesday 7.20.11
	Eavesdropping: Ron Carson gets an electric reception at his PEAK event, and calms the waters surrounding his new RIA A peek inside the Excell conference	Friday 5.6.11
	Why exactly is Ron Carson forming an RIA and why is it happening now? LPL still works as a custodian for his $3-billion practice, but the lack of custodial flexibility was hurting his plan to bring on scores of new partner firms	Wednesday 5.4.11
	LPL's biggest rep, Ron Carson, will convert his firm to an independent RIA The big IBD is staying in the picture but Carson is also forming its own broker-dealer; Schwab, TD Ameritrade get assets	Monday 5.2.11
	The top LPL producer has a second RIA-related company that could eclipse the stature of the first one Ron Carson started PEAK in 2001 and it's already grown to an impressive size	Friday 8.13.10

Content tagged "Ron Carson"

Peak Advisor Alliance

With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthy
Joe Piazza is taking the once-premium San Francisco investment banking brand and combining with Fortigent to lure brokers to a hybrid platform

How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story
Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk

How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden -- and my cabbie -- caught my attention at MarketCounsel Summit
Tussles over scale, branding and professional service played out vividly in Vegas

Ron Carson launches roll-up/TAMP-like venture with Envestnet, TD Ameritrade and Advizent as puzzle pieces
The biggest of LPL's affiliates shows a walk-before-run approach to inorganic growth

The two dramatic moments everyone was buzzing about at the MarketCounsel conference
Elliot Weissbluth, Knut Rostad, Charles Goldman and Joe Duran helped show us why thought leadership begins when sparks fly

John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO
The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline

What went down at Barron's Top Independent Advisors Summit in the Arizona desert
Many of the biggest and best RIA stars showed up and put Bernie Clark, Mike Durbin, Tom Nally, Mark Tibergien, Bill Dwyer, Charles Goldman and Barnaby Grist in one room

The top 10 people to watch in the RIA business in 2012, Part 1
Forces changing the trajectory of the RIA movement

LPL's biggest advisor rallies his proteges Nebraska style
Ron Carson brings his Peak members to his home base of Omaha and surprises them with a famous, and local, coach

Six important things I learned about LPL at its focus11 conference in Chicago
Amid market madness, LPL announced that it had a rollover plan, gave its blessing to advisors starting their own RIAs and much more.

Ron Carson quickly sees benefits of converting his practice to an RIA
Positive client feedback centers around faster flow of information under new compliance arrangement

Eavesdropping: Ron Carson gets an electric reception at his PEAK event, and calms the waters surrounding his new RIA
A peek inside the Excell conference

Why exactly is Ron Carson forming an RIA and why is it happening now?
LPL still works as a custodian for his $3-billion practice, but the lack of custodial flexibility was hurting his plan to bring on scores of new partner firms

LPL's biggest rep, Ron Carson, will convert his firm to an independent RIA
The big IBD is staying in the picture but Carson is also forming its own broker-dealer; Schwab, TD Ameritrade get assets

The top LPL producer has a second RIA-related company that could eclipse the stature of the first one
Ron Carson started PEAK in 2001 and it's already grown to an impressive size

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