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Articles tagged "Kelli Cruz"


Matthew McGinness: A lot of advisors have grown rusty in engaging clients.

Envestnet gets Matt McGinness as it launches an advisor consulting division
The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

Wednesday 4.15.15
David Canter and Marty Bicknell have expanded a growing partnership between the Boston and Leawood, Kan. firms.

Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals
What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients

Thursday 4.9.15
Dan Inveen: The pay is probably out of whack with a similar job in another industry.

The giant raise RIA folk got in 2014 and the threat it poses in 2015
The 20% jump means money in the pocket and a rather frightening overhead scenario

Monday 1.12.15
Kevin Corbett: For me, it was picking my favorite client and spending more time with them.

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab
Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

Wednesday 7.16.14
Racquel Oden is tasked with RIA-ifying the training program and infusing new blood into the starchy Merrill advisor force.

Is Merrill Lynch taking its more RIA-like training program another step forward with Racquel Oden's promotion?
The new head of training breaks stereotypes and may break new ground for the industry -- or not

Monday 3.10.14
Brodie Cobb: The culmination was just the unlucky perfect storm.

How the founder, CEO of a $4-billion RIA survived a brutal bike accident and kept his firm rolling
First Brodie Cobb needed a saw to reset bones, now he's sawing apart silos to make Presidio Group function as a unified team

Tuesday 2.25.14
Departed Schwab retail advisors protested the firm's termination policies on the first day of IMPACT.

Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention
Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk

Thursday 11.14.13
Jim Pavia is the latest in a swath of new hires intended to bolster the content of CNBC's business news network's digital presence.

Jim Pavia departs InvestmentNews and gets picked up by CNBC as part of its high-dollar hiring spree aimed at attracting advisors to its consumer-based website
The print-to-online maelstrom in trade media is hitting storm force; AdvisorOne changes its name to ThinkAdvisor

Thursday 7.18.13
At the Red Rocks resort this week, Denver lay at the feet of the 100 advisors who subscribe to active managing of portfolios.

RIAs who trade very much seek to know more at a mile-high NAAIM Conference
The 24-year-old group makes its first dedicated market hire and continues to demand respect

Thursday 5.2.13
Leo Kelly: I broached the subject and said I'd really like for us to work together some day.

This RIA recruited the Morgan Stanley manager who almost recruited him ...
... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor

Thursday 2.28.13
Philip Palaveev: We really want to increase the number of participants.

Philip Palaveev will help oversee effort to solve big IN-Moss Adams comp study problem -- a survey that can take a day to complete
With Kelli Cruz out the door, the ex-Moss Adams star is stepping in with plans to get the survey down to a one-hour task

Thursday 1.24.13
Kelli Cruz: There's a lot of: What am I going to be when I grow up?

Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture
The departures mark some big changes at IN away from consulting to advisors

Wednesday 1.16.13
Dave Butler: If there’s a $50 million advisor, they might want to know something from a $500 million advisor.

DFA engages former Moss Adams analyst as it pilots its intel deeper into RIA space
The Austin, Texas-based firm is bringing on Jeff Pierce as part of its initiative to build its own in-house research arm

Wednesday 5.9.12
Dan Inveen: The supply of good people is becoming increasingly scarce.

Competing studies from FA Insight and IN/Moss Adams agree on one thing: RIAs face a picked-over market of client prospects
Slow growth is getting slower, firms are adding an employee and costs of RIA help are skyrocketing

Friday 10.14.11

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Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
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TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play

Tom Gooley: You need to continue to evolve system and service platforms to make sure you're keeping up.
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LPL taps the man who saved Morgan Stanley's bacon to take service to a Schwab RIA-level echelon

David Benskin: Basically, I built 50 spreadsheets.
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How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs

James Osborne: I'm not management material.
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James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind

Sallie Krawcheck: We also didn't talk about my biggest asset -- which is me -- and if the market goes down, what are the chances of me keeping my job.
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At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself


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