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Articles tagged "Rahul Shah"


Iconiq's San Francisco offices are little more than a receptionist's desk and a row of trading screens -- but it's more than enough to manage the assets of Facebook's billionaires.

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

Friday 5.18.12
John Peluso: "We believe in choice."

FiNet's wirehouse-lite model scores with advisors
Investment in recruiting pays off with highest average assets among IBDs

Thursday 5.12.11
Tejal and Rahul Shah: I was on the phone like Jerry Maguire, Rahul says, I had all my e-mails prepared for clients and I pushed send, send, send.

Why one Merrill Lynch advisor needed to break away twice to become an RIA
Rahul Shah's first breakout attempt to Wachovia's FiNet fizzled and, his wife, Tejal Shah masterminded the second effort

Tuesday 2.22.11
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Most Emailed Stories »

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Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant
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Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors
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Phyllis Borzi: We thought we hadn't done enough.Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal
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Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit
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Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model