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Articles tagged "Mark Palmer"


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
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
Mark Palmer warns that wirehouse brokers may regain their sales swagger:  “It’s amazing how a big check can settle your emotions.”

Top resolutions for RIAs: Get out of cash and unleash the rainmakers
Advisors need to shrug off 2009’s traumas and to fend off sales forces at wirehouses buoyed by retention bonuses

Monday 1.4.10
Mark Palmer: Surprised in general by Schwab's study results

Schwab study shatters three RIA myths (Updated story)
Rate of growth at RIAs plunges 60% in 2008

Thursday 8.13.09




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Most Emailed Stories »

Tom Gooley: You need to continue to evolve system and service platforms to make sure you're keeping up.
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LPL taps the man who saved Morgan Stanley's bacon to take service to a Schwab RIA-level echelon

James Osborne: I'm not management material.
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James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind

Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
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TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play

Sallie Krawcheck: We also didn't talk about my biggest asset -- which is me -- and if the market goes down, what are the chances of me keeping my job.
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At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself

Pat Allen: It's official -- the head nod is being replaced by a session attendee lifting up a smart phone to snap a picture of a slide.
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Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn


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