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Articles tagged "Sapient Private Wealth Management"

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Lori Van Dusen: You can't say that the client is first and then look for ways to double-dip.

Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

September 10, 2012 at 4:31 PM
Alan Rexius [left], King Martin [center] and Greg Erwin [right] took nearly three years from first exploring a breakaway to its final execution.

Schwab and Fidelity experience seasonal slowing of breakaway activity

The good news is that big wirehouse brokers and IBD reps keep nibbling

October 14, 2010 at 2:00 PM
Ed O'Brien: The natural progression is to improve the open platform in two ways; one is making the integration we have more robust...and two is adding more tools and selection.

Technology review: Fidelity's WealthCentral is solid and smart but still has seams

Getting people to switch is complicated because it means getting a commitment and collecting big fees

October 14, 2010 at 4:25 AM
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