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


    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 »

Fred Reish: Participants will be able to sue for plans that were selected for inclusion in the plan more than six years ago but haven't been removed from the plan within the last six years.
59 shares
How 12(b)-1 fees and revenue sharing may be the real victims of Monday's 'narrow' Supreme Court ruling

Mike Alfred: The DC business isn't growing as fast. There aren't as many new plans and now there are assets leaving plans. So to me, this is a natural way to find more growth.
27 shares
What exactly to make of the big robo-advice deal that, according to Reuters, Financial Engines and Wells Fargo are nearing

Tom Dorsey specializes in point and figure charting, which was invented in the 1890s by Charles Henry Dow, founder of the Wall Street Journal and Dow Jones industrial average.
20 shares
Virtus bites bullets with F-Squared firing, Dorsey Wright hiring and an admission that it'll likely pay a $5-million-plus SEC settlement

Mike Foy: We call them self-directed. There's been blurring of the lines.
7 shares
JD Power crowns Schwab as tops for 'self-directed' investors for its ability to provide investors greater direction

Mark Hurley: You're not going to be dead when you sell your business.
1 shares
Mark Hurley's new report analyzes the pathology of the aging RIA and the illiquidity it exacts


Get the RIABiz Today
Email Alert »