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Content tagged "RBC Advisor Services"



Catie Tobin: I think size is an advantage to us.

A top RBC Wealth Management executive gets drafted to head the company's young RIA unit
Catie Tobin is expected to make the big financial muscle of the Royal Bank of Canada work for independent advisors

Tuesday 11.2.10
Expect to hear more in 2010 from Mike Durbin, who leads Fidelity's fast-growing RIA custody unit

Percolating: RIA custody roundup for 2010
New faces, new programs, new technology and new assets

Thursday 12.31.09
Brian Hamburger: “I’ve been critical of investment advisers. I don’t think they’ve taken advantage of this time [of upheaval].”

Merger and breakaway experts convene near Princeton at old Merrill Lynch lair
Attendees will shares notes on how to dismantle wirehouse salesforces

Thursday 10.22.09
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From the RIABiz Directory »

The Industry Sourcebook for RIAs

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Common Tags »

Schwab (339)
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 (77)
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)
Raymond James (46)
Tamarac (46)
United Capital (44)
Charles Goldman (43)

Most Emailed Stories »

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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 advisors
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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 them
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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 space
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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 recipe
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Jim Crowley: Success would be 'growing faster than the market at a multiple rate.'Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the way