News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Presidio"

Neesha Hathi: This is where the attorneys go to the side and the project managers take over.

Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

Wednesday 10.31.12
Thomas Smith: There's nothing more exciting than planting the seed and watching it grow.

A giant San Francisco RIA is poaching a Northern Trust talent to create a Chicago duchy
Presidio Group is banking on Tom Smith being able to replicate his business building track record on its behalf -- a lot to live up to

Thursday 6.14.12
Peter Stein: We'll try to feel as close as possible to as if we're their internal investment team.

How an ex-University of Chicago endowment chief is teaming up with a $4-billion AUM RIA to go after $500-million institutional accounts
Sharing resources with the Presidio Group, Peter Stein will lead a charge to provide customized outsourced CIO services to small and midsize foundations and endowments

Friday 4.27.12
Leo Kelly: I say to my clients: This is going to be a household name.

HighTower wins a $700 million Merrill Lynch advisor in Maryland horse country and wrests an LA-based IAR from an RIA
The Chicago consolidator's transitions teams had a brutally busy Presidents' weekend bringing aboard teams on both coasts simultaneously, from Merrill and The Presidio Group

Thursday 2.23.12
Peter Hess: Black Diamond had emerged as the pre-eminent player in [the RIA] space.

Why Advent and Black Diamond are merging and how advisors look at the deal
The rival software makers hit it off after their top execs had a February phone call

Friday 5.13.11
A technology platform decision by Presidio's Paul Boscacci sparked a story that led the RIABiz rankings for March.

The RIABiz Top 10 for March: High drama in the tech world; and the 401(k) revolt
The RIABiz Directory hits 300 listings

Friday 4.1.11
Presidio's Paul Boscacci: Advent has just been a little arrogant in their approach, but they’re changing that.

Black Diamond wins a $4-billion RIA right in Advent's backyard
Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm

Thursday 3.17.11
Allison Couch: At Cetera, we’re not trying to retrofit an advisor into our structure.

West Coast talent grab: Cetera hires an LPL exec and Presidio Financial makes a big hire from NY-based Offit
Allison Couch and Paul Boscacci get recruited; their new employers have well-publicized growth plans

Thursday 3.3.11
Mark Palmer will manage aggressive growth plans for Presidio Financial Partners LLC.

Mark Palmer departs Cetera and joins big West Coast RIA
Presidio Financial Partners knew the veteran from his Schwab days and lured him back to San Francisco

Friday 2.25.11
Mike Durbin: RIAs have come a long way.

Fidelity arms its RIAs for battle with white-glove brands
Pershing and Schwab are also angling for advisors game to bag some mega-clients

Monday 10.25.10
Michael Russo: Once a practice gets too big, not all the assets can be funneled to top-notch boutique managers.

[Updated] Former wealth manager for Montgomery Securities and Presidio Financial is remaking his [big] practice in wine country as an RIA
Michael Russo is signing clients and making hires from digs in Napa

Wednesday 8.18.10
advertisement

From the RIABiz Directory »

The Industry Sourcebook for RIAs

RIABiz
Archives »

2013:
   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

By Author:
   Brooke Southall
   Lisa Shidler
   Dina Hampton
   Kelly O'Mara
   Heather Underwood
   Nevin Freeman
advertisement

Common Tags »

Schwab (340)
Fidelity (249)
TD Ameritrade (210)
LPL (130)
SEC (125)
Pershing (123)
Merrill Lynch (100)
Advent (88)
FINRA (85)
Black Diamond (84)
Tim Welsh (80)
HighTower (78)
Envestnet (70)
MarketCounsel (68)
Brian Hamburger (66)
Focus Financial (64)
Les Abromovitz (57)
Orion (54)
Ron Rhoades (54)
Nexus Strategy (51)
Mark Tibergien (49)
Bernie Clark (49)
401(k) (47)
Mike Durbin (47)
Tamarac (46)
Raymond James (46)
United Capital (45)
Charles Goldman (43)

Most Emailed Stories »

Read 
Story » Ted Madden: We saw this great opportunity to integrate this business and really capture the full power of Fidelity and focus on growing the business with advisors.Fidelity Investments recognizes power of RIAs in 401(k) market and has increased efforts to work with advisorsRead 
Story » Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
Story » Peter Wheeler: There's a one in a billion chance that something like this would happen twice.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 
Story » Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
Story » Alan Markarian: We're the largest commercial bank focusing on this need.How U.S. Bank appeared on the scene as an RIA custodian and where it might find love