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Articles tagged "Glassman Wealth Services"


Jerry Foster: If there are two doctors in Iowa talking about investments our name would most likely come up.

Schwab names a $1.1 billion RIA in Iowa as 'best,' but the story behind the Zero Alpha firm's growth is better
Foster Group mined one of the few reliably wealthy groups in the corn belt -- doctors -- and uses unconventional employee benefits like European-length vacations

Friday 11.16.12
The IMPACT production team went all-out to craft a dramatic backdrop for Bernie Clark's opening remarks.

The 2012 Schwab IMPACT conference comes off with a theatrical flair
Bernie Clark all but donned top hat and tails for a dramatic presentation of upcoming initiatives, and a last-minute celeb subbed for a famed basketball coach

Thursday 11.15.12
John Wolff says LPL might be tempted to offer Fortigent research to its retail brokers, diluting the value of a product that his firm "spends a lot of money on," and making it "less of a distinguishing factor."

What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer
With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged

Monday 10.8.12
Andy Putterman: It couldn't be any more offensive.

LPL makes big advance into the RIA business with Fortigent acquisition
The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors

Tuesday 1.3.12
Speaker of the House Nancy Pelosi and House Minority Leader John Boehner

Signed, sealed, delivered: Fiduciary advocates hope SEC takes their new survey for gospel
In pressure cooker of Washington, D.C., nothing looks certain, especially after Tea Party wins

Thursday 9.16.10
Fortigent LLC posted this photo for clients as a nod to the snow

Beltway-area advisors are rocked by the snowstorms of the century
Financial advisors are out shoveling like crazy but web connections minimize setbacks

Friday 2.12.10
During Steve Cassaday’s first year of independence, he watched his life savings dwindle. “I was crushed like an eggshell,” he says.

A breakaway story, old-school style
Cassaday's wirehouse departure began as a tailspin but 17 years later he's an RIA and top producer with Royal Alliance

Friday 1.22.10

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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

Katie Henderson: We really do believe that the need for advice is growing. This is something retail clients have been asking for as they get close to the pre-retiree phase.
12 shares
Vanguard's white-hot 'hybrid robo' just added $4 billion in three months -- a heat that may cast a chill on 'pure' robos

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


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