News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Bob Oros"


Kevin Corbett: For me, it was picking my favorite client and spending more time with them.

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab
Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

Wednesday 7.16.14
David Barry: I think we got back to who we are.

After a brief mini-Schwab era, Trust Company of America gets back to non-conformity and success
New CEO David Barry is concentrating on making fast-growing TAMPs-to-IARs grow even faster

Wednesday 3.19.14
Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline
RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

Friday 1.24.14
Mike Durbin: We've stabilized this foundation.

Fidelity to play midwife to RIAs-in-the-making now that WealthCentral is firmly on its feet
Fidelity RIA execs envision a post-WealthCentral landscape that incudes marketing consultations, strategic planning sessions and M&A facilitation

Friday 10.19.12
Jim Dario developed respect for TD Ameritrade over the years as a competitor.

What's up with Jim Dario making the leap from Pershing to TD Ameritrade
The former Fidelity star -- and an almost star in 'Jaws' -- made an intra-Jersey City move but actually never left Boston

Wednesday 9.5.12
Bob Oros resigned from Trust Company of America on Jan. 17.

Fidelity hires Bob Oros as its new RIA sales chief
The Schwab and LPL veteran leaves Trust Company of America and fills a void left by Scott Dell'Orfano

Friday 1.27.12
Catie Tobin: RBC intends to double its RIA assets from $10 billion to $20 billion by 2015.

A peek inside the rising RIA custodians fighting to overtake the Big Four
RBC, LPL, TCoA, Scottrade and National Advisors Trust are all pushing to gain the critical mass to get past also-ran status

Tuesday 11.29.11
Bob Oros: These people were working big-box brands.

Trust Company of America's hiring blitz nets a veteran sales team
In five months, Bob Oros has poached away talent from Schwab, LPL Financial and New York Life

Friday 2.11.11
Charles Goldman: I’m still hungry to do more stuff.

Charles Goldman is seeking his game after tumult and a year of decompression
The former head of Schwab's and Fidelity's RIA units may land in an entrepreneurial venture

Monday 12.20.10
Bob Oros: I walked away saying: I don’t understand why they don’t have $100 billion [of assets in custody].

How Bob Oros landed at Trust Company of America
The former Schwab sales star is leaving pre-IPO LPL for the green pastures at the Denver-based fast-riser

Friday 10.8.10

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2014


    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Bernie Clark: We're going to rewrite the whole portfolio management tool.
11 shares
Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking

Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.
8 shares
8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

John Michel: We started all over again. We're not building the same product.
5 shares
BloombergBlack rematerializes as CircleBlack minus Bloomberg

Richard Hough: The company had a plan of going public from day one.
4 shares
How a classic $16.2 billion RIA pulled off an IPO after a few speedbumps and why the decision is looking good

Fred Tomczyk: Some of our peers will catch up with that ... probably all of them will redesign their technology to make sure they meet that competitive advantage that we've had.
2 shares
Why RIAs were the hot topic when 12 Wall Street analysts chatted up TD Ameritrade's CEO Fred Tomczyk


Get the RIABiz Today
Email Alert »