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FirstPoint Partners, LLC
Fusion Advisor Network
FirstPoint Partners, LLC
FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. We use a consultative approach when helping advisors select from the myriad of options available to them.
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How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giantRead 
Wielding its Texas six-shooter, TD Ameritrade wins a $500-million rep in the Dallas area from LPLRead 
Veteran recruiter effects a reverse breakaway of his own, moving to a more captive, more compensated life at TD AmeritradeRead 
LPL reaches hard-won agreement to rein in bonuses to big advisors that had proved to be overly generous
Fusion Advisor Network
Fusion Advisor Network is a membership organization for some of the leading advisors in the industry. We provide hand-held customized business management consulting services to our member firms while also creating a community for them to share ideas and best practices.
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Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smartsRead 
Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophisticationRead 
How I advise advisors to run an advisory business from my pulpitRead 
Viewing RIAs in a new light, Fidelity Institutional shifts from a top-down to a bottom-up emphasis to serve them
Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab templateRead 
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 
Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
How U.S. Bank appeared on the scene as an RIA custodian and where it might find loveEnter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
