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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

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