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Content tagged "First Allied"



Matt McGinness long had the power of the pen and now has power, period.

Adam Antoniades names Matt McGinness as his replacement as CEO of First Allied's $4-billion RIA-TAMP to launch new business line
Long an RIA researcher at Cerulli and LPL, McGinness makes a big leap to turn the company's internal corporate RIA into an outward-facing TAMP

Tuesday 3.11.14
Nicholas Schorsch: We don't want more product sales.

Nicholas Schorsch explains why buying Cetera makes him a white-hat magnate in a black-hat world
The RCS chairman says the whole purpose of buying IBDs is to diversify away from product sales

Tuesday 2.4.14
Nicholas S. Schorsch: We intend for RCAP to be the most important full-service financial services and securities distribution company in the industry.

What the Cetera takeover means and why the non-RIA, product-through-the-pipe direction in the hands of a hard-hitter is an eyebrow raiser
Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales

Friday 1.17.14
Christopher Dean: Our view is that more assets are going to move out of the traditional brokerage channel.

The 19 ways private equity has juiced up the RIA business and how it's working out
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

Wednesday 1.2.13
James Minnick sees the promise of taking a trust company with a planning approach and giving it a national footprint.

Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan
Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential

Wednesday 10.10.12
Bob Belke says he sees opportunities for scale and efficiency.

Why exactly private equity firms are dumping money into IBDs at a time when many are going bust
Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios

Friday 9.2.11
Adam Antoniades: Becoming a free-standing company, with the financial support of a great partner in Lovell Minnick, will provide us with additional flexibility and resources to further accelerate our growth.

Private equity firm acquires First Allied
Lovell Minnick buys the San Diego IBD from Advanced Equities

Monday 8.22.11
Keith Mistretta: I didn’t like what I was seeing.

First Allied builds a bridge to potential Securities America defectors
San Diego IBD hires a talent in the Northeast from the embattled Omaha-based IBD

Wednesday 4.13.11
Yanni Bousnakis is a prize catch for First Allied.

First Allied pushes the advisory envelope with hire of LPL executive
Yanni Bousnakis will help Matt McGinness fashion a way for advisors to manage on a discretionary basis at the IBD

Thursday 3.31.11
Adam Antonaides: It’s a compentency that broker-dealers are going to have to deliver.

First Allied, LPL aim to sell customized 401(k) plans for the small business market
Adam Antoniades sees 'giant asset-gathering mechanism' building from investments in ERISA talent

Wednesday 12.15.10
Richard Hart: We think it’s a really big deal.

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps
WealthCentral lures breakaways to FIWS and it may also work for National Financial

Friday 10.1.10
The new working relationship of Vere Reynolds-Hale and Matt McGinness was helped by trust and San Diego connections

Former LPL execs reunite to compete for big hybrid RIAs -- this time with a smaller IBD
Matt McGinness joins Reynolds-Hale at First Allied and the two men plan to move quickly to execute plans

Friday 6.18.10
Matt Lynch: Moving account to Pershing after it

Two Broker-dealers pick Pershing for hybrid tech after HybridOne comparison [part two of three in a series]
Capital Analysts and First Allied see true melding of hybrid assets at Pershing

Monday 8.10.09

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