News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "NFP"


Abby Salameh: We need to lift up the hood.

Abby Salameh joins LPL's largest branch office
John Hyland is hiring the veteran RIA business marketer after a long search

Friday 8.9.13
Abby Salameh: I believed that advisors should ... give up their licenses if they wanted to be true to the cause.

What swayed me to the hybrid cause after an early indoctrination as a 'pure RIA' disciple
The notion that it's just a layover on the way to to a more exalted state of securities-license-dumping, fee-only purity should be reexamined

Thursday 12.13.12
Abby Salameh: There is an inherent gene that advisors must have in order to take that leap of faith and become independent.

How nature and nurture combine to encourage advisors to independence
You can lead a broker to an entrepreneurial opportunity, but the desire to take the plunge needs to come from deep within and maybe family experience

Thursday 10.4.12
Stuart Silverman: We're not saying: 'Let's take the culture for 250 (the existing Fusion advisors) and bring it to (all) 1,400 (NFP reps firms).

National Financial Partners buys longtime partner Fusion signaling a shift away from the 'roll-up' model
The New York-based agglomeration of financial businesses is looking to inject higher levels of intelligence, best practices and culture by bringing the services of Fusion in-house

Wednesday 7.18.12
Jennifer Hatch: There's been cold feet all over the state.

Christopher Street Financial's president becomes the 'Talk of the Town'
The New Yorker magazine article capped a banner week for the head of an advisory practice that caters to the gay community

Monday 4.30.12
James Poer: NFP Securities has undergone a vast evolution and now aims to serve a broader market.

With Schwab [and maybe Fidelity] as custody partners, NFP is positioned to make a run at the hybrid market
If NFP IndeSuite catches on, the success could make up for some struggles on the roll-up side of the business

Friday 3.19.10
Jessica Bibliowicz: We acted quickly in a difficult environment. We are now a stronger and more seasoned company.

Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs
Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings

Thursday 2.11.10
Jessica Bibliowicz is taking big steps to keep her company out of the red

NFP found profitability but shed firms and office space last quarter
Big roll-up is using drastic measures to make ends meet

Wednesday 2.10.10
Matt Brinker: It's a good time to be opportunistic

VC firm bets millions on wealth managers amid market fears
United Capital will use funds to quickly double in size

Friday 9.25.09

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2015


    July
    June
    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Dave Welling will now get his crack at giving Advent Axys a clear way forward.
30 shares
SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond

Gregg Robins: Switzerland needs to stop apologizing for some of the missteps that have occurred and to re-focus attention on its significant advantages in order to rebuild its image.
18 shares
A Swiss RIA advisor reports on a Zurich event aimed at shaping, saving Swiss wealth management in the wake of purging American clients

Steve Prostano says he will hire a big team as a first order of business.
5 shares
BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US

Raymond 'Rocky' Daigle: I am able to read 401(k) plan documents and talk to a plan administrator and know what I mean.
3 shares
A $350-million-AUM team of ex-lawyers-turned-advisors lands at Commonwealth after stops at Edward Jones and LPL

Terri Kallsen: We need more feet on the street.
1 shares
Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion


Get the RIABiz Today
Email Alert »