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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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RIAs got their first direct splash of Gross's eccentric behavior at Morningstar's Investors Conference in June.
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The real Bill Gross story with big help from the Wall Street Journal's reporting (Hint: The signs were there)

Adam Nash [with AndyRachlieff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.
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Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings

Kyle Ryan:  Everyone looks at headlines and says they're small and everyone was small once.
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Stephen Brown writes: We advise several CEO's and CFO's of Fortune 500 companies, as well as some professional sports teams.
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How Merrill Lynch's divorce of its own $2.5-billion team shows just how fed up the wirehouse is with RIA-bound breakaways

Cup holders, like robo-capability, matter whether or not they should.
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How the new RIA competition is akin to the cup-holder dilemma for automakers


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