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Articles tagged "Sontag Advisory"


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Roger Hewins: What the heck are they doing for clients to earn this?

Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds

Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements

April 19, 2013 at 5:11 AM

Jessica Bibliowicz: We don't have to own everybody.

Once Exhibit A that roll-ups are a flop, NFP is emerging as a stingy, strategic player

Under outgoing CEO Jessica Bibliowicz, the bruised but fast-growing New York aggregator no longer resembles its insurance-dependent 2008 self

September 11, 2012 at 2:48 AM

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