 | 8 nuggets of angst mined from RIAs at Schwab IMPACT | Tuesday 12.4.12 |
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MarketCounsel
Fortigent, LLC
MarketCounsel
We are MarketCounsel, a business and regulatory compliance consulting firm dedicated to the success of our clients: entrepreneurial investment advisory firms nationwide. Our comprehensive service offering revolves around sound, yet business-savvy, regulatory compliance solutions for a focused niche of clientele. We pair best-of-class compliance professionals with state-of-the-art technology to deliver ...
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How RIAs are helping their clients participate in confusing lawsuitsRead 
In a major 'get' MarketCounsel books Dodd and Frank to play VegasRead 
Merrill Lynch team breaks away from Bank of America (yes, ironically) to get better access to bankersRead 
MarketCounsel launches legal hyperspace button for breakaways who get fired by Merrill Lynch (and friends) before the 'go' date
Fortigent, LLC
Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access ...
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With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthyRead ![Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].](http://images4.riabiz.com/i/20035504/t "Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].")
LPL's RIA assets skyrocketed in 2012 Read 
LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent'sRead 
$1.2 billion RIA breaks it off with LPL as new beaux Fidelity and Pershing vie ardently for favor
5 questions advisors must prepare to answer to remain relevant Read 
Larry Stupski is remembered as the other man, hands down, who made Schwab greatRead 
Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unitRead 
Abby Johnson wins RIA respect by articulating her bold vision for Fidelity's future at the company's Executive ForumRead 
Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) businessEnter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
