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Articles tagged "Scott Welch"

John Wolff says LPL might be tempted to offer Fortigent research to its retail brokers, diluting the value of a product that his firm "spends a lot of money on," and making it "less of a distinguishing factor."

What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer
With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged

Monday 10.8.12
John Moninger: It's the first milestone, and many more to come.

LPL Financial finds a starting place to bring Fortigent into its mainstream mix
The big broker-dealer will leverage the acquired firm's alternative-investments research and portfolio management with a new offering

Wednesday 9.26.12
Gregory Curtis: You have to stick to your knitting even if it costs you business -- which it will.

An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal

Thursday 5.3.12
Scott Welch: Madoff’s scheme wasn’t a hedge fund or an alternative investment, but hedge funds and alternative investments were vilified in its wake.

Buy alternative investments and get over Madoff, especially as interest rates threaten to rise: columnist
Regulated alternative investments -- aka mutual funds -- may cannibalize hedge funds

Friday 4.15.11
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